Posted:1 week ago|
Platform:
On-site
Full Time
Role Overview
Client Acquisition: Acquire new High Net-Worth and retail clients through targeted
sales efforts and networking.
Incidental advice : Giving incidental advice where- ever possible
Client Relationship Management: Build and maintain strong relationships with
premium clients, offering incidental portfolio advice and support.
Portfolio Monitoring: Monitor and adjust client portfolios, ensuring alignment with
their financial needs.
Reporting: Provide regular updates and reports on client developments and sales
activities.
Product Research: Stay updated on market trends and ensure the financial products
meet clients' needs.
Candidate Profile
Excellent in communicating
Has Pursued or Pursuing NISM VA/ CFP/ CWM
Has completed their graduation in B.F.M/B.A.F
Paradigm Global Consulting
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