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
Responsible for providing services to customers relating to areas such as sales, sales promotions, billing inquiries, service requests, suggestions and complaints.
Provide product and service information to customers and to agents and business partners as appropriate.
Identify upselling opportunities to maintain and increase income streams from customer relationships.
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