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 the client’s financial situation by going through cash flow statements, and net worth statements.
• Understanding clients’ goals and objectives and assisting them with inappropriate financial and investment solutions.
• Going through investment policy statements with clients and understanding their risk profile, time horizon, and 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 21 years old and above.
• Sociable, Coachable, and Good Interpersonal, Analytical, and Communication Skills.
• Have an interest in Monitoring, Trading, Planning, and Analysing Market trends.
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