• Responsible for managing relationships with existing clients and acquiring new potential clients
• To provide advice on asset allocation in collaboration with Investment Consultant (IC) to maximize returns for customers and help them meet their financial objectives
• To collaborate with Branch managers to service existing customers in Branch Network
• Monitor market trends, financial news, and economic indicators to provide informed recommendations and be able to transform into sales activities
• Accommodate transactions of all available products on shelf
• Monitor and review clients’ financial progress regularly, ensuring alignment with their objectives and adjusting. Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
• Arrange and execute regular (quarterly, semi-annual, annual) investment and portfolio reviews with clients, highlighting and fill any gaps where required
• Collaborate effectively with internal teams, including Sales and Operations, to ensure the delivery of seamless and integrated services