Priority Relationship Manager
Mô tả công việc
- Client relationship management: Acquiring new clients, retaining existing ones, and nurturing long- term, trust- based relationships.- Financial advising: Conducting financial analysis to understand client goals and providing tailored advice on investments, savings, and other financial products.- Service and solutions: Offering a full range of financial solutions, including credit, insurance, and investment services, to meet a client&039;s comprehensive needs.- Portfolio management: Managing a portfolio of priority clients and conducting regular portfolio reviews.- Sales and growth: Working to achieve sales targets and grow the client base by converting leads and cross- selling products.- Compliance: Adhering strictly to all relevant regulatory, compliance, and risk management requirements.
Quyền lợi
year- end
Cập nhật gần nhất lúc: 2025-11-07 16:00:04

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