Advise clients on various financial products such as savings accounts, fixed deposits, unit trusts, insurance policies, loans, and wealth management solutions.
Build and maintain strong, long-term relationships with clients, providing ongoing financial guidance and excellent customer service.
Monitor and review client portfolios regularly, making adjustments as necessary to adapt to changing market conditions and client circumstances.
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Maintain proper filing and archiving of shipping documents for audit, compliance and future reference.
Coordinate with internal departments, shipping lines, agents, customers and other relevant parties to ensure smooth documentation and shipment processes.
Prepare and issue customer invoices, debit notes and credit notes based on approved rates and service charges.
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