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.
Requirement :
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.
