You will be responsible for soliciting new wealth businesses and deepening relationships with our retail customers. Your role encompasses the development and implementation of customised investment advice to meet customers' investment objective and needs while maintaining a high standard of service quality and compliance

Requirements:

• Degree in Banking & Finance/Business Administration/ Accountancy or Financial Planning related field
• Experience in sales and marketing of financial products with proven track records
• CLI/ILP/FNA/HI or CMFAS Module 5,8,9 is a pre-requisite
• Applicant with CFP or AFP will be considered favourably