Serve as the primary relationship manager for assigned portfolio management clients and develop long-term relationships through regular portfolio reviews and proactive communication.

Achieve and exceed assigned Assets Under Management (AUM), revenue, and client acquisition targets.

Conduct client meetings, presentations, and investment seminars to generate business opportunities.

Oversee end-to-end operational activities related to discretionary portfolio management accounts, including account opening, KYC, client onboarding, documentation and ensure all regulatory compliance.

Monitor cash movements, coupon/profit receipts, bond maturities, redemptions, and corporate actions to ensure timely client service.

Coordinate closely with Operations, Compliance, Finance and IT teams to improve operational efficiency and service quality.