Kunvarji - Manager - Wealth Management

- Meet annual goals / budgets set by manager for self

- Develop existing and new relationships

- Market a full range of Wealth Management products and services in a diversified manner to existing and new clients

- Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix

- Cultivate and manage relationships to promote cross-selling

- Ensure product documentation including credit facilities is at all times correct and appropriate