PhillipCapital - Financial Advisor/Relationship Manager - HNI/UHNI

Job Description

- Responsible for acquisition of new HNI/UHNI, Retail clients & offering wealth management products, services.

- Build and Manage relationships that result in successful long term partnerships

- Cross selling of the Mutual Fund & Insurance Investment Products to all clients.

- Maintaining and leveraging on the relationship with clients acquired.

Essential:

- 3+ years of experience in Client acquisition of HNI, UHNI, Corporate Clients.

- Must be from Securities Broking background and have handled client relationships with HNI clients

- Excellent Communication, Presentation and People skills.

- Ability to Prospect & Sales Skills