PCG Dealing

This position involves managing client relationships, providing investment options, and maintaining portfolio health. The role focuses on identifying customer needs, assessing risk, and achieving revenue targets while maintaining client profitability. It involves regular client meetings and updates on market trends.

Requirements

• Ensure active management of clients and achieve AUM targets.
• Identify customer needs, assess risk appetite, and provide investment options.
• Provide regular market updates and portfolio adjustments.
• Maintain healthy client revenue streams and profitability.
• Assist in new client acquisition and build relationships.
• Aproach the client mining to maximize investment ideas/stock calls
• Attend meeting tracker updates and analyst meetings