About the Job
About the role:We are an investment advisory firm dedicated to helping clients achieve their financial goals through disciplined planning. We are looking for a proactive Junior Associate to help us expand our footprint. This role is a blend of business development and client relationship management.
Key responsibilities:
1. Client acquisition: Identify and onboard new clients for the firm’s investment services.
2. Investment growth: Focus on expanding the book through existing lead follow-ups and networking.
3. Insurance advisory: Educate clients on risk management and drive sales for Life and Health Insurance products.
4. Portfolio support: Assist the senior advisor in preparing financial plans and portfolio review reports.
5. Digital operations: Manage client data, execute trades on investment platforms, and maintain digital records with accuracy.
Number of Openings
2 openingsPerks of this Jobs
Informal dress code 5 days a week
Skills
MS-Office, Sales Strategy
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