The role involves receiving training and performing duties across client services, sales and development, investments, legal and estate planning.

• Receive training and exposure in client servicing role – individual & corporations (B2B & B2C).
• Set performance goals and objectives with upper management.
• Travel to different offices/locations.
• Observe experienced workers to acquire knowledge of procedures, and standards required for relevant duties.
• Participate in meetings, seminars, and other learning opportunities.
• Review individual’s financial portfolio and provide financial solutions.
• Review and analyze corporate strategies.
• Manage presentations on individual basis, and corporate basis.
• Business development strategies for both individual & corporate.