•     Client Acquisition: Proactively identify and acquire new high-net-worth clients, corporate treasury through networking, referrals, and strategic partnerships.

      •     Investments Advisory and Portfolio Managment: Provide expert advice on investments, and other financial services tailored to the client’s needs.

      •     Compliance: Ensure adherence to financial regulations, internal policies, and risk management standards in all client interactions.

      •     Market Knowledge: Stay informed of global financial markets, investment trends, and economic changes that could affect client portfolios.