Posted:21 hours ago|
Platform:
Work from Office
Full Time
Key Responsibilities
• Achieve assigned sales and revenue targets for wealth management products and services.
• Explore cross-selling and up-selling opportunities across investment and wealth solutions.
• Build, strengthen, and maintain long-term relationships with clients.
• Conduct regular portfolio reviews and provide personalized financial solutions
. • Ensure superior client servicing standards and timely resolution of queries.
• Monitor client portfolios to mitigate risks and maintain suitability of investment strategies.
. • Provide clients with insights and recommendations to support informed decision-making.
mastertrust
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