To provide financial advisory services as well as appropriate financial and investment solutions and advice to affluent and high-net-worth clients.
Acquire and maintain strong long-term relationships with exisiting and prospect customers
Stay informed of market trends, industry developments and competitor offerings to ensure clients receive the best possible advice and financial products....
Develop and manage a portfolio of HNW clients across offshore markets, including North Asia, Southeast Asia, Non-Resident Indian and Rest of World, with a strong focus on relationship building and client retention.
Identify and acquire new clients through networking, referrals and strategic business development initiatives tailored to the assigned market segment.
Collaborate with internal product specialists to design and implement tailored investment, wealth management and bancassurance solutions that meet the specific needs of clients in your region....
Develop and manage a portfolio of HNW clients across offshore markets, including North Asia, Southeast Asia, Non-Resident Indian and Rest of World, with a strong focus on relationship building and client retention.
Identify and acquire new clients through networking, referrals and strategic business development initiatives tailored to the assigned market segment.
Collaborate with internal product specialists to design and implement tailored investment, wealth management and bancassurance solutions that meet the specific needs of clients in your region....