•	Responsible for managing relationships with existing clients and acquiring new potential clients
•	To provide advice on asset allocation in collaboration with Investment Consultant (IC) to maximize returns for customers and help them meet their financial objectives
•	To collaborate with Branch managers to service existing customers in Branch Network
•	Monitor market trends, financial news, and economic indicators to provide informed recommendations and be able to transform into sales activities
•	Accommodate transactions of all available products on shelf
•	Monitor and review clients’ financial progress regularly, ensuring alignment with their objectives and adjusting. Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
•	Arrange and execute regular (quarterly, semi-annual, annual) investment and portfolio reviews with clients, highlighting and fill any gaps where required
•	Collaborate effectively with internal teams, including Sales and Operations, to ensure the delivery of seamless and integrated services