Conduct portfolio reviews and recommend portfolio rebalancing prospects.
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.