Broking - Area Manager - Affluent Client Relations - South

<div class="section-heading" style="font-size:16px;line-height:2rem;color:rgb(33,34,35);font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Arial, sans-serif;margin-bottom:1rem;">Job Description</div><div class="job-description-container" style="font-family:Roboto, '-apple-system', BlinkMacSystemFont, 'Segoe UI', Arial, sans-serif;font-size:16px;"><div class="job-description-value" style="font-size:0.875rem;line-height:1.25rem;"><p class="MsoNormal" style="margin-bottom:1rem;">· Work closely with the branch team to reach out to high priority and affluent clients.</p><p class="MsoNormal" style="margin-bottom:1rem;">· Understand client needs and offer comprehensive wealth management solutions, including investments, insurance, PMS/AIF and structured products.</p><p class="MsoNormal" style="margin-bottom:1rem;">· Achieve AUM and revenue targets through cross-selling investment products to exiting clients</p><p class="MsoNormal" style="margin-bottom:1rem;">· Ensure high standards of client servicing and compliance with internal and regulatory guidelines.</p><p class="MsoNormal" style="margin-bottom:1rem;">· Keep updated on market trends, investment products, and global financial news.</p><p class="MsoNormal" style="margin-bottom:1rem;">· Proactively identify new business opportunities within existing and potential clients.</p><p class="MsoNormal" style="margin-bottom:1rem;">· Participate in marketing and client engagement events.</p></div></div>