* To help clients analyse their financial situation, establish their investment goals and propose an investment plan to achieve their goals with CWA diverse range of products and services.
* To advise clients in building a well diversified unit trust investment portfolio after considering their risk tolerance and time horizon.
* To continuously monitor and re-balance clients’ portfolios to check on their investments' potential returns.
* To build a trusted relationship with clients by providing ethical and professional advisory services.
* To continuously upgrade skills and knowledge with the aspiration of being a ‘value-creating’ consultant.-
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