Job Description
Position: Financial Services Consultant/Manager Role Overview
This is a client-facing, front-office role focused on helping clients achieve their financial goals through tailored banking, wealth management, and financial planning solutions.
Key Responsibilities- Build and maintain long-term client relationships.
- Understand clients' financial goals and provide suitable banking, investment, and wealth management solutions.
- Acquire new clients through networking and business development activities.
- Deliver excellent client servicing and ongoing relationship management.
- Conduct regular financial reviews and portfolio discussions.
- Stay updated on market trends and financial products.
- Grow and manage a portfolio of clients while providing professional financial advice.
- Fresh graduates and mid-career professionals are welcome to apply....