Functioning as Investment Executives, our primary responsibility is to assist the customers in maintaining their current assets and portfolios for obtaining the desired assets. We stay involved in developing new strategies by collaborating with internal partners. Working as Investment Executives, we handle different customer needs and conduct client meetings to review their existing accounts and sales collaboratively with licensed bankers. We act as the leader of team members and mentor them throughout the working process of customer’s projects. We also conduct internal and external seminars for focusing on the customer's business development and growth. We have the ability to prioritize the customers based on their requirements, specifications, and deposits.
Core tasks:
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