Fund Investment Executive
Summary
Handles client investment portfolios, updates clients regularly, and analyzes major funds while maintaining strong customer relationships in a collaborative team environment.
Assist and handle client's investment portfolio
Portfolio update periodically with clients
Analysis various funds such as Amundi, BlackRock, JP Morgan and more.
Maintain good relationship with customers
Handling clients' clarification and queries
Must be sociable and a good team player
Recognised Degree or Local Polytechnic Diploma, Private Degree or A level and above.
Positive and high energetic individual who is result driven
Possess strong interpersonal skills
Cheerful and Sociable
entry level Candidates or with NO experience are welcomed too
Fun working environment with oversea incentives trip provided
A lot of teamwork and mentorship
Selected candidate will be groomed for fast tracked management career