Stay up-to-date on industry regulations and compliance requirements related to unit trust investments.
September 01, 2023
Monitor and review client portfolios regularly to ensure they are aligned with their investment goals.
October 07, 2023
Collaborate with other financial professionals, such as financial planners and investment advisors, to provide comprehensive financial advice to clients.
October 22, 2023
Educate clients on the benefits and risks of unit trust investments.
October 29, 2023
Provide advice and guidance to clients on unit trust investment options and strategies.
November 04, 2023
Create personalized investment plans and portfolios based on client needs and objectives.
November 23, 2023
Assist clients with the buying and selling of unit trust units.
November 23, 2023
Provide ongoing support and communication to clients regarding their unit trust investments.
November 25, 2023
Develop and maintain relationships with clients to understand their investment goals and risk tolerance.
November 26, 2023
Conduct thorough research and analysis of unit trust products and market trends.
November 28, 2023