Job Description
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- Tasked with marketing and promoting a diverse array of wealth products and services, such as Unit Trusts, Insurance, and Wills, to prospective clients.
- Participate in cross-selling additional wealth products tailored to customer requirements.
- Foster and maintain long-term customer relationships while providing after-sales support.
- Comply with policies, regulatory requirements, and risk management standards.
- Aim to meet sales targets for all designated products.
- Identify and develop a new market segment aligned with your area of expertise.
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