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- Manage and acquire client portfolio
- Drive client acquisition and retention with exceptional service and tailored financial programs
- Assess clients' financial situations to create customized portfolio solutions for goals like passive income, education funding, and investments
- Provide business solutions to companies (start-ups, SMEs, MNCs) to meet financial goals in employee benefits and retention
- Handle administrative tasks: prepare financial summaries, investment performance reports, and income projections
- Focus on building long-term client relationships and their best interests
Job Type: Full-time
Pay: $4,000.00 - $10,000.00 per month
Benefits:
- Flexible schedule
Supplemental Pay:
- Commission pay
- Performance bonus
Work Location: In person
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