About the role
· 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 new business opportunities within existing and potential clients.
· Participate in marketing and client engagement events.