- Establish new relationship through marketing activities and referrals.
- Proactively develop and establish long term relationships with clients and provide good after sales service to the.
- Manage client’s financial portfolio
- Provide regular updates regarding new campaigns/ product launch
- Provide holistic wealth management solutions to clients
Job Types: Full-time, Permanent
Salary: $4,000.00 - $8,000.00 per month
Benefits:
- Flexible schedule
- Work from home
Schedule:
- Flexible hours
- Monday to Friday
- Weekend availability
Supplemental pay types:
- Performance bonus
Experience:
- Personal assistant experience (Preferred)
