Responsibilities
- Provide expert investment advice and tailored solutions to clients to achieve their financial goals.
- Identify new business opportunities and grow the client base through strategic outreach and collaboration with relationship managers.
- Cross-sell investment and insurance products to existing clients to enhance their financial portfolios.
- Organize and participate in marketing events, sales activities, and joint client appointments to drive business results.
- Build and maintain strong client relationships by understanding their financial needs, risk profiles, and investment objectives.
- Monitor financial markets, analyze trends, and provide personalized investment recommendations.
- Stay updated on economic developments and regulatory changes impacting investment strategies.
- Ensure compliance with regulatory standards and maintain accurate client records and documentation.
Requirements
- Bachelor’s degree in Banking, Business Administration, Economics, or a related discipline.
- 2-5 years of experience in retail banking, investment advisory, or insurance products.
- Strong track record of achieving sales targets and delivering excellent client service.
- In-depth knowledge of investment products, financial markets, and regulatory guidelines.
EA Personnel Name: Izz Lokman
EA Personnel No: R24124828
EA License No: 05C3451
