Management Associate (CEO – Uno Advisers
Role Summary
The Management Associate (CEO-Mentored Track) is responsible for providing authentic, professional financial planning and guidance to clients. This role involves proactive engagement with clients and potential clients, contributing to their financial well-being and fostering long-term relationships.
Job Description
In this role, you will engage with clients daily, understanding their financial needs and providing tailored solutions. You will work in a dynamic environment that emphasizes collaboration and mentorship from experienced leaders.
Key Responsibilities:
- Connect with clients to assess their financial planning needs.
- Proactively reach out to potential clients to introduce financial services.
- Develop personalized financial plans based on client goals.
- Conduct follow-up meetings to review and adjust financial strategies.
- Collaborate with team members to enhance service delivery.
- Participate in training sessions to improve financial knowledge and skills.
- Maintain accurate records of client interactions and financial plans.
Job Requirements
Bachelor's degree in Finance, Business Administration, or related field.
Strong communication and interpersonal skills.
Ability to work independently and as part of a team.
Proficiency in Microsoft Office Suite.
Prior experience in customer service or sales is an advantage.
Quick Info
Company
Uno Advisers
Location
Selangor
Salary
Undisclosed
Skills Required
6 skills
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Required Skills
Financial Planning
Client Engagement
Communication
Problem Solving
Team Collaboration
Time Management
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