- To manage clients' investment portfolio
- Assist clients to perform annual portfolio re-balancing
- Assist clients to search for suitable investment vehicles to achieve financial objectives
- Providing Financial products and services to clients
- To perform Personal Financial Planning
- To perform Corporate Financial Planning services
- Able to represent multiple insurance companies
- Build lifetime Passive Income with just 5years of work
- Experience Insurance Advisers and Bankers are most welcome
- EDP Financing Program is available for selected candidates
