
Career in Financial Advisory
1 week ago
Roles & Responsibilities:
- Manage client relationships, provide financial advisory services and acquire new business opportunities.
- Develop strong client pipelines, offer tailored wealth management solutions and build trust with clients.
- Understand clients' financial needs and offer suitable investment and insurance products.
Key Skills & Qualifications:
- Strong communication and relationship-building skills.
- Passion for sales, client servicing and financial advisory.
Benefits:
- Cultivate long-term relationships with clients through regular follow-ups.
- Gain access to comprehensive training and attractive incentives.
- Step into a rewarding career where you help clients achieve their financial goals.
Others:
- Acquire and service retail banking clients.
- Prospect for new business opportunities.
- Provide financial advisory services.
- Cultivate long-term relationships.
- Understand clients' financial needs.
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