Our firm adopts one-stop solution philosophy that specializes in three different areas: (1) Wills & trusts for asset distribution (2) Mortgage financing & refinancing (3) Investment solution services

We aim to generate deeper insight of the ever-changing and dynamic nature of the finance industry for existing and potential clients to keep abreast of the market trends and latest development. In line with this, we identify the best practices, and develop skills through designing customized sales training - Rising Star Academy to provide first-class sales training for individuals in learning the ropes and close the deal‎.

Join our family of experienced consultants and embark on a journey that will shape not just your life, but your potential clients' as well.

Job Responsibilities: - Managing portfolio management for clients ranging from affluent to high net worth profile - Required to attend seminars & workshops hosted by Fund - Managers from renowned asset management organizations - Client engagement in exhibitions & trade shows to expand network to increase the productivity - Sales role in expanding business development and new client acquisitions platforms Who we are looking for: - Degree Holders - Strong and effective communication skills will be preferred - Entry level candidates are encouraged to apply (fresh grads are welcome) - Initiative and self-driven