Duties and Responsibilities

Client Acquisition & Business Development

• Identify and engage prospective clients through networking, referrals, and approved marketing initiatives.
• Build and maintain a pipeline of qualified prospects.
• Conduct discovery meetings to understand client needs and financial objectives.
• Convert opportunities into long-term client relationships.

Financial Planning & Advisory

• Analyse clients' financial situations and develop personalised wealth management strategies.
• Recommend suitable investment, retirement, estate, and protection solutions.
• Provide ongoing financial guidance aligned with clients' evolving objectives and risk tolerance.

Client Relationship Management

• Maintain regular contact with clients and conduct periodic portfolio reviews.
• Provide updates on market developments, investment opportunities, and legislative cha...