Unit Trust Consultant 2024

Responsibilities: Analyze clients' financial statuses.
Examine and suggest financial opportunities.
Develop sound plans and budgets for clients.
Customize financial plans according to clients' changing needs.
Help clients implement their plans and carry out transactions.
Present and sell suitable financial products and services.
Find and approach prospective clients.
Build strong relationships to retain existing clients.
Maintain updated knowledge of regulations, practices and financial products.
Requirements: Experience in sales or customer service is an asset.
Ability to analyze financial information and comply with regulations.
Proficiency in MS Office and social media marketing.
Keen eye to detail and strong math skills.
Good ethics, with a customer-oriented attitude.
Outstanding communication skills, with the ability to foster long-term relationships.
Team player.