Job responsibilities

- Ensure that all client accounts and activities comply with legal, compliance and regulatory requirements

- Continuously adhere to internal policies & procedures and escalate where necessary

- Assist the Direct Manager to provide wealth management solutions / advice to New and Existing clients

- Assessing client’s financial situation by going through cashflow statements, net worth statements

- Understanding client’s goals and objectives and assisting them in appropriate financial and investment solutions

- Going through investment policy statements with clients and understand their risk profile, time horizon, portfolio asset allocation

- Recommending suitable financial products to address the needs, through various instruments provided by the company

- Monitoring financial markets and industry trends to ensure that existing clients’ portfolios are well taken care of

Requirements

- Minimum local Diploma awarded by a recognized polytechnic and/or Bachelor’s Degree or equivalent

- Minimum age 21 years and above

- Sociable, Coachable, Good Interpersonal, Analytical and Communication Skills

- Have an interest in Monitoring, Trading, Planning and Analysing Market trends