Build and maintain strong, long-term relationships with clients through regular communication, proactive follow-ups, and exceptional customer service, acting as their trusted financial partner.
Identify and pursue new business opportunities through networking, referrals, and targeted outreach, contributing to the growth of the client base and overall company revenue.
Stay abreast of market trends, economic conditions, and regulatory changes affecting the financial services industry, ensuring compliance with all relevant laws and company policies.
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Upload and schedule Xiaohongshu posts, apply accurate tags and labels, and continuously optimise content based on performance data
Track key performance metrics, compile weekly analytics reports, and translate data insights into actionable content improvements
Manage community engagement by responding to comments and inbox messages, follow up on client concerns, and resolve issues in a timely and professional manner
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Build and manage client relationships while developing leadership capabilities
Progress into a long-term career path as a professional advisor and future agency leader
The Next Gen Advisor (NGA) Programme is a structured career launch designed to support aspiring financial advisors with monthly financial allowance, training, and mentorship.
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