Posted By
Posted in
Banking & Finance
Job Code
1442692
Roles and Responsibilities:
- Develop and implement personalized financial plans and investment strategies for HNI and UHNI clients.
- Manage client portfolios, ensuring alignment with individual financial goals and risk tolerance.
- Conduct regular portfolio reviews and adjustments based on market conditions and client needs.
- Maintain and build strong relationships with existing clients, ensuring client satisfaction and loyalty.
- Identify new business opportunities and potential clients through networking and market research.
- Stay updated with the latest financial products, services, and regulatory changes in the wealth management industry.
- Collaborate with internal teams to provide integrated financial solutions and enhance client experience.
Qualifications and Skills:
- Strong expertise in asset under management.
- Proven experience in financial planning, demonstrating the ability to guide clients in achieving their financial goals.
- Extensive knowledge of investment management, including creating and executing customized investment strategies.
- Excellent client relationship management skills, ensuring long-term client satisfaction and retention.
- Solid wealth management experience, providing comprehensive financial services to HNI and UHNI clients.
- Strong analytical skills, capable of interpreting financial data and market trends to make informed decisions.
- Effective communication skills for explaining complex financial concepts to clients clearly.
- Ability to work independently and collaborate with a wider team to achieve organizational objectives.
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Posted By
Posted in
Banking & Finance
Job Code
1442692