- To prepare effective proposals to clients upon instruction by supervisor (including preparation of pitch books where necessary)
- To conduct company/sector/industry specific research on sector/industry specific effectively
- To participate and provide value added contributions in discussions on proposals to clients
- To liaise effectively with the products specialist to enable the delivery of the best products and services to meet clients’ (both the company and shareholders) objectives
- To keep abreast with the latest developments in the rules, regulations and guidelines governing the domestic capital market as well as the changes in the macro-economy of the market place
- To start building client relationships during the delivery of service
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