Key Responsibilities
Understand clients financial goals, risk profiles, and investment needs.
Recommend suitable investment, insurance, and wealth-management products.
Manage and review client investment portfolios regularly.
Build and maintain long-term relationships with high-net-worth and retail clients.
Identify recent business prospects and acquire current clients.
Provide market updates and financial guidance to clients.
Coordinate with investment and operations teams to ensure smooth service.
Maintain accurate client records and follow regulatory and compliance requirements.
- Key Skills
Strong communication and relationship-management skills.
Knowledge of financial markets and investment products.
Sales and business-development ability.
Analytical and problem-solving skills.
Client-focused approach and professionalism.