PCG Dealing

This role involves managing client active AUM, identifying customer needs, assessing risk appetite, and providing investment options. The role focuses on client mining, new client acquisition, and maintaining client relationships. It requires a proactive and self-starting individual with strong communication and networking skills.

Requirements

• Manage client AUM
• Identify and assess customer risk appetite
• Provide investment options
• Update clients on market changes
• Achieve healthy revenues
• Maintain client profitability
• Conduct client meetings
• Acquire new clients
• Build client relationships
• Keep abreast of market news