WEALTH MANAGER
SABB
Total years of experience :7 years, 7 Months
managing portfolio
planning and reporting
customer relationship management
financial solutions
meeting with prospect and existing clients
problem solving
responsible for acquiring new, highly affluent clients
and expanding assigned, existing Client relationships.
Participate in business development activities, including applicable community-based business and social programs/gatherings.
Solicit qualified referrals from existing clients.
Achieve assigned Client acquisition goals.
Contact a predetermined number of existing clients on a weekly basis. Of these, an agreed number should be in person.
Maintain communication by ensuring that productivity reports are prepared and submitted in a timely manner. and acting on behalf of the manager in the office and in any Business related conference, social event .. etc,
To support and refresh my Job Knowledge
I have completed my Bachelor's degree in October 2007 , majoring in General Management and minoring in Marketing . i was a (caum laude ) student at a GPA of 3.22 out of 4 .