Investment Advisory Role - Financial Services
Responsibilities:
Client Acquisition:
- Develop and implement lead generation strategies.
- Identify potential clients and market segments
- Build trust and credibility through effective communication and follow-up.
Client Management:- Cultivate and maintain strong relationships with clients.
- Conduct regular meetings with clients to understand their financial needs, goals, and preferences.
- Address client enquiries and concerns promptly.
Research:- Track the performance of invested funds.
- Attend fund manager calls to reconcile internal research with their opinions and understand the framework.
Leadership:- Manage a team of financial professionals, offering guidance and support.
- Conduct regular team meetings to communicate goals, share updates, and address challenges.