- Provide tailored investment advice by understanding clients' financial goals, crafting personalized solutions, and conducting periodic reviews to ensure these objectives are consistently met.
- Manage client onboarding and deliver ongoing service in line with the company's policies and compliance standards.
- Strategically identify and engage potential clients across diverse wealth segments.
- Monitor and adjust clients’ investment portfolios in response to market fluctuations.
- Participate in monthly training sessions hosted by investment fund houses.
- Stay informed on industry developments, market trends, and current events to offer relevant insights to clients.
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