Wealth Manager - BFS

- Develop investment policies and strategies for the model portfolios based on understanding of client/investor needs, return expectations, investment objectives and market and economic conditions

- Maintain regular contact and ongoing dialogue with clients in order to develop business through contacts and referrals

- Make sales and marketing presentations to current and prospective clients on behalf of the organization in order to attract new customers and maintain and service existing clients

- Build strong business relationship with Channel Partners so as to influence the channel partner's decision with allocation

- Responsible for locating potential sales leads through market research and following up to convert leads into business relationships

- Solicit AUM for PMS & AIF from HNI & corporate Treasuries

- Relationship Management - Build and maintain strong, long-lasting customer relationships.