Broking - Senior Manager - Affluent Client Relations - South

<p class="MsoListParagraph" style="margin-bottom:1rem;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Arial, sans-serif;margin-left:72pt;text-indent:-18pt;"><font color="#000000"><span style="font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span>Work closely with the branch team to reach out to high priority and affluent clients.</font></p><p class="MsoListParagraph" style="margin-bottom:1rem;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Arial, sans-serif;margin-left:72pt;text-indent:-18pt;"><font color="#000000"><span style="font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span>Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products.</font></p><p class="MsoListParagraph" style="margin-bottom:1rem;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Arial, sans-serif;margin-left:72pt;text-indent:-18pt;"><font color="#000000"><span style="font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span>Achieve AUM and revenue targets through cross-selling investment products to exiting clients</font></p><p class="MsoListParagraph" style="margin-bottom:1rem;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Arial, sans-serif;margin-left:72pt;text-indent:-18pt;"><font color="#000000"><span style="font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span>Ensure high standards of client servicing and compliance with internal and regulatory guidelines.</font></p><p class="MsoListParagraph" style="margin-bottom:1rem;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Arial, sans-serif;margin-left:72pt;text-indent:-18pt;"><font color="#000000"><span style="font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span>Keep updated on market trends, investment products, and global financial news.</font></p><p class="MsoListParagraph" style="margin-bottom:1rem;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Arial, sans-serif;margin-left:72pt;text-indent:-18pt;"><font color="#000000"><span style="font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span>Proactively identify new business opportunities within existing and potential clients.</font></p><p class="MsoListParagraph" style="margin-bottom:1rem;font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Arial, sans-serif;margin-left:72pt;text-indent:-18pt;"><font color="#000000"><span style="font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span>Participate in marketing and client engagement events.</font></p>