-- Servicing of existing and new prospective clients.
-- Managing client relationship and providing continual support to them.
-- Follow up on sales leads.
-- Work out sales proposals to meet clients’ financial objectives and goals.
-- Provide professional advice for clients on wealth management products and services.
-- Monitor client investment / risk management portfolio.
Requirements
-- Singaporean / PR only.
-- 21 years old and above (MAS requirement).
-- Minimum diploma or A lever holder.
-- Existing planner will be given management post.
