Key Responsibilities:

- Conduct financial need analysis, recommend tailored solutions for wealth accumulation, protection, and legacy planning

- Review client portfolios regularly, stay updated on market trends, and adjust strategies as needed

- Identify and target new affluent clients across diverse wealth segments

- Work with financial advisors and other teams to deliver cohesive wealth management solutions

- Analyze market trends, competitor strategies, and customer segments to inform decisions

Requirements:

- Strong analytical and problem-solving skills

- Excellent communication and interpersonal skills

- Good comprehension of financial markets

- Ability to work well under pressure and meet deadlines

- Bachelor's degree, Local Polytechnic Diploma