Client Advisory & Business Development | Winter Programme

About this role

Job Summary Experience front-office financial advisory through shadowing client appointments, running simulations, and using CRM tools. Build foundational wealth management skills and receive mentorship and a sponsored professional qualification exam in a two-week program for penultimate and final-y

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• Accounting / Auditing / Taxation
• Banking and Finance
• Others
• client budgeting
• Strategic Planning
• consultation with the client
• Mentor Training