Agency Development Manager

Job Scope :

• Expand business contact and increase client base for the company.
• Conduct analyses to align financial solutions with clients' objectives.
• Implement targeted strategies to acquire clients across different wealth segments.
• Manage client investment portfolios and provide updates on market movements.
• Build and maintain relationships with new and existing clients to grow the business.
• Perform due diligence, research, analysis, and documentation process.
• Attend investment training monthly, fully funded by the company.
• Organize and Invite clients for investment events.
• Keeping abreast of current events, critical issues, and relevant news such as industry trends and market conditions.