We understand the importance of having a Relationship Manager who connects well with you, which is why you were involved in the process of selecting your Relationship Manager. We gave you the flexibility to state your preferences and decide a Relationship Manager that best match your needs. Your Relationship Manager will be supported by some of the best minds in the business, giving you access to quality financial advice on any sector or asset class.
During this process, we will endeavor to:
- Discover - Listen and understand your need.
- Propose - Suggest suitable strategies and customize a portfolio for you.
- Implement - Ensure that the proposed financial portfolio is in close consultation with you.
- Review - Closely monitor your portfolio.