Joining us as a UTC enables you to contribute towards the betterment of your investors’ financial future. Take pride in this noble career by empowering lives one at a time.
Analyzes clients' financial situations and risk tolerance to create suitable unit trust investment plans
Build diversified portfolios and provide continous financial advice and portfolio monitoring
Proactively identify and acquire new personal financing customers through various sales channels, including telemarketing, roadshows, and branch referrals.
Engage with customers to understand their financial needs and recommend suitable personal financing solutions (e.g., personal loans, credit cards).
Explain product features, benefits, terms, and conditions clearly and comprehensively to customers.
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Proactively identify and acquire new personal financing customers through various sales channels, including telemarketing, branch walk-ins, and outbound sales activities.
Conduct thorough financial needs analysis for customers to recommend suitable personal financing products (e.g., personal loans, credit cards) that align with their financial goals.
Explain product features, benefits, terms, and conditions clearly and accurately to customers.
...
Proactively identify and acquire new personal financing customers through various sales channels, including telemarketing, roadshows, and branch referrals.
Engage with customers to understand their financial needs and recommend suitable personal financing solutions (e.g., personal loans, credit cards).
Explain product features, benefits, terms, and conditions clearly and comprehensively to customers.
...