- Identify potential new clients and market our services to them.
- Manage a portfolio of clients and build strong relationships with them.
- Manage a portfolio of clients and build strong relationships with them.
- Assist in processing client transactions, including buying and selling securities and other investment products.
- Ensure accuracy and completeness of all transactional and account information in the company's systems.
Requirements :
- Candidate must possess Bachelor Degree in any field.
- Has a WPPE/WPPEP certificate (Is a must)
- Previously worked in Securities / Banking Industry
- At least 2 years’ experiences in the related field for this position.
- Skills required: Sales, Marketing, Relations, and Investment
- Preferably Supervisor/Coordinator specialized in Finance - Corporate Finance/Investment/Retail Banking or equivalent.