รายละเอียดงาน• Engage with and support clients by providing professional investment advice tailored to meet their individual needs.
• Manage an existing client base in mutual funds and corporate bonds, achieve sales targets, and grow assets under management (AUM) as agreed.
• Provide personalized financial planning based on each client’s financial status and assume responsibility for their financial well-being.
• Monitor and analyze investment data to protect clients’ interests, utilizing research and advice from the investment advisory team.
• Prepare and present performance reports for clients, including tailored financial management recommendations and suggestions on appropriate financial products.
• Build and maintain long-term relationships with clients, focusing on expanding the base of high net worth clients (HNWI).