Role & responsibilities:
Work closely with the branch team to reach out to high priority and affluent clients.
Understand client needs and offer comprehensive wealth management solutions,
including investments, insurance, PMS/AIF and structured products.
Achieve AUM and revenue targets through cross-selling investment products to exiting
clients
Ensure high standards of client servicing and compliance with internal and regulatory
guidelines.
Keep updated on market trends, investment products, and global financial news.
Proactively identify recent business prospects within existing and potential clients.
Participate in marketing and client engagement events.
Preferred candidate profile:
Solid understanding of financial markets, investment products, and wealth
management principles.
Excellent communication, interpersonal, and relationship-building skills.
Ability to identify client needs and provide customized solutions.
Sales-driven with a focus on providing excellent customer service.