Client-Focused Investment Advisor Role

Become a pivotal Investment Assistant where your skills in securities and relationship management shine. Focus on client satisfaction and the sale of diversified financial products.
As part of our team, you'll engage with members and clients to provide customized investment solutions. You will use your diploma and relevant experience to handle securities sales, including mutual funds and structured products. Your bilingual communication skills will facilitate effective interactions with diverse clientele, ensuring alignment with their financial needs.
Key Responsibilities:
• Develop and maintain business relationships with clients
• Solicit and sell securities products tailored to client needs
• Supervise daily operations and client cheque deposits
• Support recruitment for administrative roles
• Coordinate operational tasks across the branch
Requirements:
• College diploma in finance or related field
• Minimum of two years of relevant experience
• Bili...

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