Description
- Creating and managing tailor-made portfolios for clients that meet their financial needs and requirements
- Providing timely and sound financial advice to maximize client benefits
- Ensuring active client engagement and participation in financial planning through after-sales service and client outreach
- Generating revenues by aligning appropriate financial instruments to meet client’s financial goals
- Acquiring new clients through referrals and innovative marketing initiatives
- Representing the organization in public and corporate-sponsored events