Key Job Responsibilities

• Client Relationship Management: Building rapport, conducting financial needs analysis, and providing tailored risk management advice.
• Sales and Business Development: Identifying new prospects, achieving sales targets, and conducting presentations.
• Policy Management: Handling renewals, adjusting coverage, and assisting with claim processing.
• Industry Expertise: Staying updated on market trends and regulatory changes to advise clients effectively.
• Business Development: Actively prospecting new clients, developers, and investors to build a robust pipeline.
• Transaction Management: Coordinating the buying and selling of assets, including property, securities, or funds.
• Financial Analysis: Preparing cash flow projections, valuations, and investment memos.
• Client Advisory: Providing portfolio recommendations tai...