Key Responsibilities:
1. Client Acquisition:

• Establishing contact with clients and scheduling meetings
• Conducting risk assessments of client’s current investment
• Analyzing information and preparing plans best suited to individual clients' requirements
• Onboarding new clients and fulfill all KYC requirements and account activation for clients across the products offered by our platform
• Arrange & manage entire documentation for Bank/Broking account opening

2. Client Relationship Management:

• Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
• Help review and respond to clients' changing needs and financial circumstances
• Support supervisor in advising and meeting clients on their investment needs based on their risk appetite and performance objective through various investment solutions

3. Investment Advisory:

• In-depth KYC, analyze current asset allocation, support supervisor to work out investment proposals
• Support supervisor to coordinate with Portfolio Manager, Product, and Research team for making investment decisions for the clients
• Producing investment reports.
• Support supervisors by liaising with banks and financial services providers
• Keeping up to date with financial products and legislation

4. Compliance:

• Adherence to all regulatory, statutory, and corporate compliance standards

5. Marketing and Sales:

• Support in promoting and selling financial products and solutions to meet given AUM targets
• Support in organizing seminars, workshops, and other business development activities

Skills and qualifications required:

• Bachelor’s degree in finance, Economics, or Banking.
• Proven track record in investment management and investment advisory services
• Excellent Communication Skills, Management Skills, Advisory Skills & Sales Skills.

Experience required:

• At least 5 years of relevant experience in investment advisory and management.