Job Description
Ability to understand the financial needs of the customers.
To prospect and acquire clients.
To achieve budgeted targets in terms of revenue and number of clients.
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To understand clients needs & requirements and accordingly position products & services.
To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client.
To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
To provide various investment performance reports and summaries to the clients
To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc
To conduct and assist in organizing seminars, workshops and other business development activities
To prepare the MIS reports in the specified formats
To prospect and acquire clients.
To achieve budgeted targets in terms of revenue and number of clients.
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To understand clients needs & requirements and accordingly position products & services.
To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client.
To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
To provide various investment performance reports and summaries to the clients
To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc
To conduct and assist in organizing seminars, workshops and other business development activities
To prepare the MIS reports in the specified formats
