Roles & Responsibilities

• To Identify target markets and sales opportunities (Foreigners and expatriates residing locally)
• Develop relationships with targeted market segments (Foreigners and expatriates residing locally)
• Build and maintain targeted client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis
• Maintain relationship with clients and prospective clients by contacting/meeting with them periodically
• Recommend financial planning strategies to clients to achieve their financial goals and objectives
• Implement financial planning recommendations to clients or prospective clients

Requirements

• Diploma/ Degree holder in any discipline
• Prior working experience
• Excellent interpersonal skills and leadership potential

• RES5/M9,M9A,HI are advantage