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You are expected to be someone who is hardworking and has a pleasant personality.

This position requires you to work from home most of the time so you must be able to work independently.

If you have no relevant experience - it is essential that you demonstrate the ability to learn fast and adapt.

Job Scope Details

• establish rapport and build good relationships with customers
• be enterprising and work out solutions for customers, new or existing.
• involved in the presentation and troubleshooting for various scenarios.
• learn fast and understand the workflow
• able to implement ideas and instructions quickly.

Desired Skills and Experience

Wealth Management, Outlook, Troubleshooting, Microsoft Office, Tolerance, Administrative Work, Customer Support, Business Acumen, Investments, Wealth Accumulation, Selling, Needs Analysis, Sales Process, Presentation Skills, Microsoft Word, Customer Service, Business Development, Personal Development, Customer Relations, Able To Work Independently