• Institutional and high net worth Corporate Sales.
• Ensure AWT-IL’s reputation is upheld by maintaining ethical standards / High quality service and human resources.
• Advising High net worth corporate clients appropriately/ethically on their investments to ensure well maintain relationship with AWT-IL.
• Developing a satisfied employee base.
• Increasing the conversion of telephone into successful field visits.
• Assisting clients in identifying their financial objectives and determining the most appropriate asset allocation.
• To evaluate the risk appetite of the client and analyze their existing financial activities and goals.
High Net Worth Individuals