Variable remuneration (plr + rv); medical assistan...
Client investment portfolio management
Consultative sales approach
In-person client visits at agencies
The role involves providing personalized investment advice tailored to each client's profile, goals, and life stage
Job Summary
The role involves providing personalized investment advice tailored to each client's profile, goals, and life stage.
Candidates are expected to prospect new investors and retain existing clients through consultative sales strategies.
The position offers a variable compensation structure including performance bonuses and comprehensive benefits like health insurance and childcare assistance.
Matching Summary
The role involves providing personalized investment advice tailored to each client's profile, goals, and life stage.
Salary
Variable remuneration (PLR + RV); Medical assistance; Meal and food allowances
Skills & Requirements
Must-have
Client investment portfolio management
Consultative sales approach
In-person client visits at agencies
Nice-to-have
Passion for personal growth
Customer-centric mindset
Team collaboration skills
Key Requirements
Higher education degree or in progress
CEA certification required (CPA-20 acceptable with plan)