About this role
• Proactively identify, acquire, and onboard new individual clients through various channels such as referrals, networking, and outreach activities. • Conduct comprehensive financial needs analysis and risk assessments to understand clients’ current financial position, future goals, and risk tolerance. • Develop and present tailored financial plans and investment strategies aligned with clients’ objectives. • Recommend suitable financial products including savings accounts, investment funds, insurance, loans, and wealth management solutions. • Educate clients on financial products and services, clearly explaining their features, benefits, and potential risks. • Monitor client portfolios regularly and provide ongoing advice, performance reviews, and adjustments based on market conditions and client needs. • Ensure all client interactions and transactions comply with internal policies, regulatory requirements, and ethical standards. • Collaborate with internal teams such as product specialists and wealth managers to deliver comprehensive financial solutions. • Maintain accurate and updated client records and prepare relevant reports. • Keep abreast of market trends, economic developments, and regulatory updates affecting financial products and services. • Achieve individual sales targets and contribute to overall branch and team performance.