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Key Responsibilities and Accountabilities – Functional (Job Responsibilities)

• Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
• Revenue Generation: Achieve key performance indicators (KPIs) by generating fee‑based income through the strategic sale of wealth management products.
• Market Intelligence: Stay updated on global market trends, interest‑rate shifts, and regulatory changes to provide proactive and timely advice to clients.
• Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new‑to‑bank wealth clients.
• Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, ...