Responsibilities:

Client Engagement: Identify and engage with potential investors to understand their investment objectives, risk appetite and financial goals.
Product Knowledge: Acquire in-depth knowledge of various investment products and other financial instruments offered by company.
Recommendations: Assess investors’ needs and recommend suitable investment opportunities based on their profile and preferences.
Education: Provide clear and concise explanations of investment products, including their features, risks, potential returns and fees.
Relationship building: Cultivate and maintain strong relationship with clients through regular communication, updates on market trends and investment performance.
Networking: Expand your network by collaborating with financial advisors, wealth managers, brokers and other professionals in the investment industry.

Requirements:

Experience in sales and consulting on investment products are welcome.
Communication Skills: Excellent communication skills and interpersonal skills to effectively engage with clients.
Sales skills: Strong sales and negotiation skills to effectively promote investment opportunities and close deals.
Networking Abilities: Proven ability to build and maintain relationship with clients and industry.
Ethics: Desire to develop and achieve results. High level of self-organization and responsibility.

investment jobs in Pulau Pinang

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