Job Description

Key Responsibilities:
Client Relationship Management:

• Develop and maintain strong relationships with HNWIs.
• Act as the primary point of contact for clients, addressing their financial needs and concerns.
• Conduct regular reviews of client portfolios to ensure alignment with their financial goals.

Financial Planning and Advisory:

• Provide comprehensive financial planning services, including investment, retirement, tax, and estate planning.
• Offer tailored investment advice based on the client's risk tolerance, goals, and market conditions.
• Present and explain financial products and services to clients, such as mutual funds, bonds, stocks, and insurance.

Portfolio Management:

• Monitor and manage client portfolios to optimize performance.
• Make investment recommendations and adjustments based on market trends and client objectives.
• Conduct periodic portfolio reviews and provide performance reports to clients.

Business Development:

• Identify and cultivate new business opportunities and clients.
• Develop strategies to attract and retain clients, leveraging networking and referrals.
• Collaborate with other departments, such as legal and tax advisors, to provide comprehensive services to clients.

Compliance and Risk Management:

• Ensure all client interactions and financial activities comply with regulatory requirements and internal policies.
• Assess and manage risks associated with client portfolios.
• Stay updated on financial regulations, market trends, and industry developments.