- Expand business contact and increase client base for company.
- Perform financial needs analysis and value add to client’s objective.
- Implement strategies and sales processes to identify, target and acquire clients across various wealth spectrum.
- Handle client’s investment portfolios and update market movement.
- Develop relationships with new and existing clients to expand the business.
- Attend investment training monthly.
- Organize and invite clients for investment events.
- Keeping abreast of current events, critical issues, and relevant news.
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