As Personal Bankers, we are responsible for accurately assessing the clients’ creditworthiness based on their credit history, income, liabilities, and expenses. We also work with the clients to evaluate their future objective and risk tolerance to invest in high- or low-yield investments while ensuring that our client knows where their money is going. We update our clients on the performance of their portfolio and recommend corrections based on the latest development in the stock market, or major geopolitical events.
- file for taxes on behalf of the client
- stay up-to-date with the latest regulations or laws