PCG Dealing

This role focuses on managing client portfolios and achieving active asset management targets. Responsibilities include client management, needs assessment, portfolio updates, revenue generation, and acquiring new clients. The ideal candidate will have strong analytical and communication skills, and a proactive approach.

Requirements

• Active management of clients and target active asset management.
• Customer risk assessment and investment options.
• Regular updates on market changes and portfolio.
• Revenue generation and client profitability.
• Client meetings and follow-up.
• Market news and financial trend awareness.
• Post-result concall and analyst meetings.
• Strong networking and relationship-building skills.