Job Description
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. Key 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.
