Key Responsibilities Promote and distribute unit trust and private retirement scheme funds to individual and corporate clients. Conduct client needs analysis to determine suitable investment solutions. Provide professional financial advice and personalized investment planning. Build and maintain long term client…
Key Responsibilities Promote and distribute unit trust funds to individual and corporate clients. Conduct client needs analysis to determine suitable investment solutions. Provide professional financial advice and personalized investment planning. Build and maintain long term client relationships through regular portfolio…