<ul> <li>Conduct financial consultations to understand clients' goals and needs</li> <li>Provide tailored financial planning and advice</li> <li>Recommend suitable insurance, savings, and investment products</li> <li>Assist clients in purchasing and setting up financial plans</li> <li>Maintain long-term relationships with clients through regular reviews</li> <li>Handle documentation and ensure compliance with regulations</li> <li>Build and expand client base through prospecting and referrals</li> <li>Stay updated on financial products and industry changes</li></ul>

VINCENT NG ORGANISATION

Conduct financial consultations to understand clients' goals and needs Provide tailored financial planning and advice Recommend suitable insurance, savings, and investment products Assist ...