Our client is a top wealth management industry, focusing on a diverse range of investment products and services, catering to both retail and institutional clients. With expertise across various asset classes, including equities, fixed income, and alternatives, they provide innovative investment solutions tailored to meet client needs. Apart from that, they are also equipped with a sophisticated working tools and environment, making them a top a destination for top talents.

Job Description

Perform meticulous documentation completion checks for all transactions. ...

What are the advantages?

Unlimited income potential

Be your own boss ...

Ensure investorsâ satisfaction by providing ethical and professional advisory services at all times.

Job Requirements

Minimum of SPM qualification or ITâs equivalent (with credit in any 3 subjects). ...

Ensure investorsâ satisfaction by providing ethical and professional advisory services at all times.

Job Requirements

Minimum of SPM qualification or ITâs equivalent (with credit in any 3 subjects). ...

Wednesday: Morning, Afternoon

Thursday: Morning, Afternoon

Friday: Morning, Afternoon

- Opportunity to build your own business at almost no cost

- Flexible working hours

- Opportunity to build your passive income stream ...

- Opportunity to build your own business at almost no cost

- Flexible working hours

- Opportunity to build your passive income stream ...

- Opportunity to build your own business at almost no cost

- Flexible working hours

- Opportunity to build your passive income stream ...

Opportunity to build your own business at almost no cost

Opportunity to build your second income cum passive income stream

Flexible working hours, PART TIME / FULL TIME ...

Part-time or Full-time

Earn an unlimited amount of income

Opportunity to build your own business at almost no cost ...

Opportunity to build your passive income stream

Achieve financial independence

Free trips and recognition ...

SPM / O Level /SKM Level 1 / SKM Level 2 / SKM Level 3 or Equivalent Self Employed Willing to learn and self discipline Have Own Transport Having a sales experience is a plus point

Tasks & responsibilities

Assist customers to achieve their financial goals by promoting Public Mutual products Review Customer Investment Performance on yearly basis ...

Liaise with external stakeholders on settlement and reconciliation of trades

Maintain and compute trailer fees

Assist in account opening, fund onboarding and other AML documentation ...

What's in it for You?

comprehensive trainings & personal development opportunities to sharpen your skills

flexible working hours (Full Time / Part Time) that allow you to balance work with personal commitments ...

Relationships: Build and maintain client connections.

Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies;

Setting financial objectives, and developing and implementing strategies for achieving them;

Arranging to buy and sell unit trust funds for clients; ...