Associate Business Venture
Job Summary
As an Associate, you will help clients make strategic financial decisions to achieve their long-term goals. The role focuses on personalized wealth planning, investment advisory, and building strong client relationships. You will operate in a collaborative environment with opportunities for professional growth and leadership development.
Responsibilities
- Manage client relationships and trust
- Develop wealth and retirement plans
- Provide investment advisory
- Drive business development and networking
- Mentor future associates
Required Skills
- Bachelor's degree in relevant fields
- Strong interpersonal and communication skills
- Public speaking and presentation abilities
- Sales and client acquisition experience
- Proficiency in English and local language
Job Details
Responsibilities:
- Client Relationships: Build and maintain long-term trust by understanding their unique needs.
- Wealth Planning: Provide personalised planning for protection, savings, and retirement.
- Investment Advisory: Recommend suitable solutions and review portfolios regularly.
- Business Development: Grow your base through networking and professional connections.
- Client Servicing: Provide ongoing support to keep clients on track with their goals.
- Professional Development: Upgrade your knowledge through training and mentoring.
- Leadership Development: Develop your skills and mentor future associates as you grow.
Requirements:
- Education: Bachelor's degree in Financial Engineering, finance related, law, business, entrepreneurial are welcome to apply.
- Skills: Strong inter-personal skill, communications, public speaking and good presentation. Priority give to talents with sales and client acquisition experience.
- Communication: Proficient in English and local language, with excellent communication, negotiation, and presentation skills.