Job Description
Wealth Associate / Financial & Estate Analyst Associate
Receives training and performs duties revolving client services, sales and development, investments, legal and estate planning
Client Services / Sales & Business Development- Receive training and exposure in client servicing role – individual & corporations (B2B & B2C)
- Set performance goals and objectives with upper management
- Travel to different offices to /locations
- Observe experienced workers to acquire knowledge of procedures, and standards required for relevant duties
- Participate in meetings, seminars, and other learning opportunities
- Review individual’s financial portfolio and provide financial solutions
- Review and analyze corporate strategies
- Manage presentations on individual basis, and corporate basis
- Business development strategies for both individual & corporate
- ...