Emerging Affluent Relationship Manager

Key Responsibilities Manage a portfolio of emerging affluent clients, acquiring new customers Deepening existing relationship and growing their portfolio. Provide outstanding client experiences. Delivering advisory led wealth solutions and sale of wealth management products. Organised, follow-up leads, complete and record appointments, close customer requests. Support our clients to meet their financial needs, as they progress through their career and life-stages. Build relationships for the long-term and understand clients' financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions. Keep abreast of market trends, new product offerings and the latest campaigns. Ensuring regulatory compliance in how the clients'