Junior Investment Associate

Job Responsibilities

• Provide investment knowledge to client

• Provide various investment tools and wealth accumulation solutions according to client's profile

• Manage clients portfolio periodcially

• Attend platforms organised by the company to reach out to existing and new clients

• Responding to customer queries professionally

What we provide

• Mentorship

• Coaching session

• Buddy system with seniors

• On-the-job training

• Leads/ customer base

Requirements

• A levels, Diploma or Degree in any field

• Comfortable with client facing role

• Able to adapt to fast-paced environment

20C0304