Qualifications:

• Bachelor's degree in Finance, Business, or a related field.
• Strong interest in the financial services industry and sales.
• Excellent communication and interpersonal skills.
• Strong organizational and multitasking abilities.
• Ability to manage and support administrative teams.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Enthusiasm for learning and professional growth.

Key Responsibilities:

1. Sales and Client Acquisition:

• Identify and target potential clients for investment opportunities.
• Assist in conducting market research to understand client needs and preferences.
• Attract and retain clients under the guidance of senior team members.
• Provide personalized investment advice and solutions tailored to clients' financial goals.

2. Client Relationship Management:

• Build and maintain strong relationships with existing and prospective clients.
• Provide exceptional client service, addressing inquiries and resolving issues promptly.
• Ensure a high level of client satisfaction and retention.

3. Administrative Support Management:

• Oversee daily administrative tasks performed by support agents, including data entry, filing, and document management.
• Ensure the accuracy and confidentiality of client data and transactions.
• Coordinate scheduling, logistics, and preparation for meetings and events.
• Maintain accurate and organized records of all administrative activities.