- Conduct portfolio reviews and recommend portfolio rebalancing opportunities.
- Build and maintain robust client relationships to drive satisfaction and retention.
- Provide product training and investment guidance to clients and internal stakeholders.
- Generate business through portfolio top-ups and cross-selling opportunities.
- Partner with Relationship Managers and Branch Managers to support client servicing and business growth.
- Identify client needs and recommend suitable investment solutions.
- Ensure timely resolution of client queries and enhance client experience.
- Prepare portfolio review reports, presentations, and investment updates.