- Providing financial advisory to clients offering wealth management solution including insurance, unit trusts, FX and deposits
- Take a consultative approach to understandi every client's needs and recommending the right solutions to solve their financial problems and achieve financial freedom
- Cross-selling of full range wealth management products to meet customers’ needs
- Providing clients with timely information and advice to their financial needs
- To engage customers through branch banking , tele-appointments, customer referrals.
- Cultivate partnerships with segment partners to obtain and provide referrals
- Proactively develop and establish long term relationships with clients and provide good after-sales service to them\
- Establish new relationships and manage existing relationship to generate new AUM
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