Financial Services Manager
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About the role
Build and maintain long-term relationships with clients Understand clients' financial goals and objectives Provide suitable financial planning and wealth management solutions Conduct client reviews and consultations Develop and manage a portfolio of clients Identify opportunities to grow and expand client relationships Stay informed about industry developments and market trends Participate in business development and networking activities Open to fresh grads or mid-career switch. Flexible work hours, full-time only, 4-12k base pay with uncapped remuneration.
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Company Intel
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