Manager - HLISB (Growth Segment)-2
If you are looking to excel and make a difference, take a closer look at us… Functional (job responsibilities) Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations. Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products. Market Intelligence: Stay updated...
- Excel
- Audit