Key Responsibilities And Duties:
- Tailors Investment Strategies for Clients, Identifying Objectives and Constraints
- Learns Team Management through Utilizing the Full Capabilities of the Organization
- Reviews Client Information, including Financial Statements & Risk Investment Profile
- Keeps Up to the Market and Regulations to Remain Knowledgeable on Industry Standards
- Applies Previous Experiences to Add Value to a Growing Sector of Insurance Advisor Services
- Gains Exposure to Every Facet of Wealth Management, Liquidity Management and Ongoing Relationship Management
Benefits:
- Client Base provided
- Quarterly Bonus and Year End Bonus
- Initial training and On-Job training provided
- Transparent Career Path to Management Level
- Life and Medical Insurance
We offer attractive benefits packages and excellent career development opportunities.