Understand the function of different events and learn how to Invite prospects to the event with the public relations skills
Promote the company events through some social media
Sharing the knowledge which through the training by using the AI and collect the feedback from public to have a practical study, in order to understand human being mind and their taught to maintain good interpersonal skills
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Experience• Wealth Executive: 0 - 2 years of sales experience in financial services.• Senior Wealth Executive / Associate Wealth Manager: 3 years and above of relevant experience in wealth management or priority banking.
Special Skills• Strong analytical and problem-solving skills with a focus on financial planning.• Excellent communication and interpersonal skills to build trust with high-net-worth clients.• Proactive, self-starting attitude with a strong drive for results.
Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.