Broking - Manager - Affluent Client Relations – North

<p class="MsoNormal">· Work closely with the branch team to reach out to high priority and affluent clients.</p> <p class="MsoNormal">· Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products.</p> <p class="MsoNormal">· Achieve AUM and revenue targets through cross-selling investment products to exiting clients</p> <p class="MsoNormal">· Ensure high standards of client servicing and compliance with internal and regulatory guidelines.</p> <p class="MsoNormal">· Keep updated on market trends, investment products, and global financial news.</p> <p class="MsoNormal">· Proactively identify new business opportunities within existing and potential clients.</p> <p class="MsoNormal">· Participate in marketing and client engagement events.</p>