Building and maintaining relationships with high net worth (HNI) and retail clients
2. Providing personalized financial advisory services
3. Sourcing new business from local and international clients
4. Developing client retention strategies
5. Delivering exceptional customer care and solutions
6. Creating and implementing financial plans to drive profitability and revenue growth
7. Introducing credit facilities, savings plans, and other financial products to clients
8. Ensuring customer satisfaction and gathering feedback to enhance services
9. Adhering to local and global customer service standards, regulatory compliance, and terms and conditions.