JOB DESCRIPTION

• Management of own schedule to balance work and personal life.
• Building and maintaining clientele base.
• Meeting the relevant needs and goals of clients.
• Develop wealth management strategies for clients based on their needs and future milestones.
• Provide accurate information for client to make better decisions.
• Provide assistance to clients such as advice on claims or clarifications to their policies.
• Be up to date with market insights.

JOB REQUIREMENTS

• Minimum Diploma holder from any of the 5 local polytechnics or GCE ‘A-Levels’ holder
• Excellent attention to detail and organizational skills
• Strong verbal and written communication skills, with the ability to work independently and collaboratively in a team environment.

Please refer the Job description for details