Financial Services Consultant/Manager

Responsibilities

• Build and maintain long-term client relationships.
• Understand clients' financial goals and provide suitable banking, investment, and wealth management solutions.
• Acquire new clients through networking and business development activities.
• Deliver excellent client servicing and ongoing relationship management.
• Conduct regular financial reviews and portfolio discussions.
• Stay updated on market trends and financial products.
• Grow and manage a portfolio of clients while providing professional financial advice.
• Who We're Looking For
• Fresh graduates and mid-career professionals are welcome to apply.
• Sales or customer-facing experience is preferred but not essential, as comprehensive training and mentorship will be provided.
• Minimum Diploma or Bachelor's degree (or equivalent qualification).
• Strong interpersonal, communication, and relationship-building skills.
• Self-motivated, proactive, and passionate about helping clients achieve their financial goals.

Additional Information

Position: Financial Services Consultant/Manager Role Overview This is a client-facing, front-office role focused on helping clients achieve their financial goals through tailored banking, wealth management, and financial planning solutions.

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Company Intel

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