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Core Responsibilities: ● Engage with the clients regularly and conduct their portfolio reviews. ● Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it. ● Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. ● Prepare and interpret client infor...
May 20, 2026
Key Responsibilities Drive revenue through direct sales and channel partner networks. Develop and execute strategic plans to achieve sales targets. Identify new business opportunities and stay ahead of market trends. Build and maintain relationships with clients, brokers, and developers. Manage the full sales cycle — from l...
Jun 09, 2025
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