Private Banker & Wealth Manager

- Prospect & acquire new client relationship (UHNIs, family offices, corporates) through various channels sources, existing client referrals, cold calling & other client engagement activities.

- Advise clients on building portfolios based on various products and solutions across asset classes - MF, PE, Structured Products, Insurance, PMS, etc

- Prepare and interpret for client's information such as investment performance reports, financial document summaries, income projections and proactively rebalancing their portfolios to match their required asset allocation.

- Constantly monitor and review client portfolios based on timely analysis of market dynamics.