Priority Broking Advisor
Current• Dealing and execution of trades for local & foreign retail equities broking business.• Carry out sales & marketing activities to acquire new clients and to ensure smooth execution of the event.• Manage client’s portfolio by providing market updates and maintaining a good relationship with existing clients.• Promote and cross-sell wealth products (Unit Trust, Bonds, Money Markets, etc) to clients.• Service existing accounts and establish new accounts by planning and organizing a daily work schedule to call on existing or potential clients.