Wealth Management Associate

JOB ID: 1059795

Responsibilities

• Conduct consultative financial needs analysis sessions to understand clients’ financial goals and recommend appropriate solutions.
• Support the development and management of client relationships through regular engagement, market updates, and product information.
• Introduce and promote a range of banking and wealth management solutions, including investments, bancassurance, and loans.
• Assist in delivering personalized financial strategies aligned with clients’ risk profiles and objectives.
• Participate in branch initiatives, client engagement activities, and business development efforts.

Requirements

• Local Diploma or Degree in any discipline.
• Strong interest in financial advisory, wealth management, and client-facing roles.
• Self-motivated, results-oriented, and willing to work i...