Arm
2 days ago
**JOB PURPOSE**
Responsible for assisting the Prime Senior Relationship Managers and the Prime Relationship Managers in providing financial services solutions to the affluent client base, establishing sales and revenue targets for existing and new client relationships, and providing clients with comprehensive advisory services, while maintain a high quality of service.
- **MAJOR RESPONSIBILITIES AND ACOUNTABILITIES**:
- Prepares investment proposals for clients and provides accurate customer information
- Develops comprehensive customized financial plans based on client risk profiles
- Assists in identifying new clients and business opportunities, and in the analysis of existing clients
- Researches competitive offering and solicit client feedback for new product ideas, in agreement with the Senior Relationship managers and Prime Relationship Managers
- Deals with customer queries and requests as well as transaction processing to include check documentation and ensures compliance with regulatory requirements
- Escalates customer suggestions and concerns to the Prime Senior Relationship managers and Prime Relationship Managers
- Monitors client portfolios continuously (quarterly reviews and annual rebalancing)
- Maintains up-to-date clients’ files and complete documentation in order to comply to KYC and AML regulations
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