Principal Responsibilities
- Drive new business growth by identifying, developing, and converting investment opportunities through prospecting, networking, and strategic partnerships.
- Build and manage a portfolio of high-net-worth and mass affluent clients by offering tailored investment solutions aligned with their financial goals and risk profiles.
- Conduct in-depth financial and market analysis to recommend strategies across investment, insurance, and wealth management products.
- Actively contribute to business development initiatives, including campaigns, roadshows, and client engagement activities, to strengthen market presence.
- Collaborate with product, investment, and research teams to deliver market insights and design competitive solutions.
- Perform client reviews to assess portfolio performance, identify upselling/cross-selling opportunities, and ensure ongoing alignment with client needs.
- Ensure all business activities comply with KYC, CDD, and regulatory requirements.
