• Meet with clients to understand their financial goals, risk tolerance, and current financial situation.
• Provide advice on investment strategies, retirement planning, insurance, estate planning, and tax optimization.
• Develop personalized financial plans tailored to client needs.
• Recommend suitable investment products such as stocks, bonds, mutual funds, and insurance policies.
• Monitor clients’ portfolios and adjust strategies based on market conditions and life changes.
• Maintain strong client relationships and provide regular financial reviews.
• Stay updated on financial markets, regulations, and investment products.
• Ensure all recommendations comply with financial regulations and company policies.
• Generate new business through networking, referrals, and prospecting.
  

Requirement:

O level and above
No Experience required (Training provided)
Applicants looking for career switch are welcomed to apply

Maestro HR
damien lee tian Hong
R1106726
16C8462