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•Led and empowered a team of 8, driving collaboration, accountability, and high-performance results•Extensive communication with clients and their advisors.• Ability to discuss investment performance, Economic and market trends.• Presentations to clients on financial and tax planning options and opportunities.• Client meeting planning, facilitation and presentation.• Leads Generation• Develop and/or deliver private wealth education sessions to clients and staff.• Develop a knowledge of client's entire financial and family situation and be able to structure a goals based investment and financial plan.• Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.• Recommend financial products, such as stocks, bonds, mutual funds.• Open account for clients and disburse funds from accounts to creditors as agent for clients.• Inform clients about tax benefits, Government rebates, or other financial benefits.• Manage client portfolios, Keeping clients up-to-date.

• Client Relationship• Deposit Mobilization• Cross sale such as Consumer and Insurance products• Providing high level of customer service