Job Description: Engage Private Clients on overall protection tactics, increasing vertical sales index (VSI) whilst driving client retention and entrenchment within the context of Money Management principles. Job Requirements: Certified Financial Planner (CFP) preferred but not essential. Experience - 3 to 5 years’ experience in a similar environment (strong background in Banking /Investment / Financial Planning or Advisory / Wealth Management. Essential Sub-Categories - 1.3; 1.4; 1.5; 1.14; 1.20;1.22 (Must be signed off by KI for completing supervision period) Must be FIT & Proper in the following Sub-Cats – Except for 1.17; 1.18 Class of Business Certificates
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