Broking - Manager - Affluent Client Relations - South

·         Work closely with the branch team to reach out to high priority and affluent clients.

·         Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products.

·         Achieve AUM and revenue targets through cross-selling investment products to exiting clients

·         Ensure high standards of client servicing and compliance with internal and regulatory guidelines.

·         Keep updated on market trends, investment products, and global financial news.

·         Proactively identify new business opportunities within existing and potential clients.

·         Participate in marketing and client engagement events.