The Relationship Manager will be
responsible for bringing their existing clients (Affluent & Super Affluent)
and building a strong client book.
· Maintaining client relationships and generate AUM
from preferred clients.
· Advising Affluent clients on their Investments and
managing their overall financial portfolio and deepening the wallet from
existing clients.
· Track the Affluent & Super Affluent Client
segment in the market for new client acquisition.
· To research, investigate and update them on
available investment opportunities/financial market trend to determine whether
they fit into clients portfolios.
· To coordinate with product and research team
(Centralize CFP Team) for taking investment decision for the clients.
· To conduct and assist in organizing seminars, workshops and other business development activities.
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