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.