Assistant Investment Advisor Job

Key Responsibilities:

1. Generate and manage leads on social media platforms such as Facebook, Instagram, LinkedIn, etc.
2. Follow up with generated leads to nurture and convert them into clients.
3. Manage client relationships to foster business growth and support company expansion.
4. Cross-sell products to existing customers to maximize sales opportunities.
5. Coordinate with other staff members for day-to-day operations and ensure smooth workflow.

Requirements:

1. Strong ability to generate and manage leads through various social media channels.
2. Excellent follow-up skills to nurture leads and convert them into clients.
3. Effective client management skills to support business growth and expansion.
4. Proven ability to cross-sell products and services to existing customers.
5. Coordination skills to work seamlessly with other staff members for daily operations.

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