Job Responsibilities
- Maintain legal and regulatory compliance for all client accounts and activities.
- Maintain strict adherence to all internal policies and procedures, escalating any deviations or concerns.
- Conducting a comprehensive financial assessment of the client, including a review of cash flow and net worth statements.
- Ascertaining the client's financial goals and objectives, and offering relevant financial and investment solutions.
- Conducting a comprehensive review of investment policy statements with clients, analyzing their risk tolerance, time horizon, and desired asset allocation.
- Recommending suitable financial products to address the needs, through various instruments provided by the company
- Maintaining a vigilant watch on market dynamics and industry trends to safeguard and enhance client portfolio performance.
Requirements
- Minimum Bachelor’s Degree or equivalent
- Preferably at least 1-year experience in Banking and Finance industry
- Sociable, Coachable, Good Interpersonal, Analytical and Communication Skills
- Have an interest in Monitoring, Planning and Analysing Market trends
Work Schedule
This job has the following work schedule:
- Office hours (training, meetings and other adhoc events)
- Monday - Friday
Benefits & Perks
This job has the following benefits:
- Medical coverage
- Remote work flexibility
- Joining Bonus
- Travel & spending expenses
- Employee discounts
Job Types: Full-time, Fresh graduate
Pay: $3,000.00 - $5,000.00 per month
Benefits:
- Flexible schedule
- Health insurance
- Professional development
Schedule:
- Monday to Friday
Supplemental Pay:
- Commission pay
- Performance bonus
- Signing bonus
- Yearly bonus
Education:
- Local Polytechnic Diploma (Required)
Work Location: In person
Application Deadline: 13/12/2024
Expected Start Date: 02/01/2025
Job Responsibilities
- Maintain legal and regulatory compliance for all client accounts and activities.
- Maintain strict adherence to all internal policies and procedures, escalating any deviations or concerns.
- Conducting a comprehensive financial assessment of the client, including a review of cash flow and net worth statements.
- Ascertaining the client's financial goals and objectives, and offering relevant financial and investment solutions.
- Conducting a comprehensive review of investment policy statements with clients, analyzing their risk tolerance, time horizon, and desired asset allocation.
- Recommending suitable financial products to address the needs, through various instruments provided by the company
- Maintaining a vigilant watch on market dynamics and industry trends to safeguard and enhance client portfolio performance.
Requirements
- Minimum Bachelor’s Degree or equivalent
- Preferably at least 1-year experience in Banking and Finance industry
- Sociable, Coachable, Good Interpersonal, Analytical and Communication Skills
- Have an interest in Monitoring, Planning and Analysing Market trends
Work Schedule
This job has the following work schedule:
- Office hours (training, meetings and other adhoc events)
- Monday - Friday
Benefits & Perks
This job has the following benefits:
- Medical coverage
- Remote work flexibility
- Joining Bonus
- Travel & spending expenses
- Employee discounts
Job Types: Full-time, Fresh graduate
Pay: $3,000.00 - $5,000.00 per month
Benefits:
- Flexible schedule
- Health insurance
- Professional development
Schedule:
- Monday to Friday
Supplemental Pay:
- Commission pay
- Performance bonus
- Signing bonus
- Yearly bonus
Education:
- Local Polytechnic Diploma (Required)
Work Location: In person
Application Deadline: 13/12/2024
Expected Start Date: 02/01/2025