• Provide expert financial advice and personalized solutions to clients.
• Develop and maintain client relationships through effective networking and communication.
• Conduct market research to identify potential clients and investment opportunities.
• Assist clients in creating and implementing wealth management strategies.
• Utilize online sales techniques and telemarketing skills to expand the client base.

Requirements:

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field.
• Experience Level: Junior: 0–2 years.
• Skills and Competencies: Strong online sales and telemarketing abilities.
• Skills and Competencies: Excellent networking and interpersonal skills.
• Qualities and Traits: Proactive, client-focused, and results-oriented mindset.