Job Summary Strategy Drive profitable growth by acquiring, developing and servicing long-term relationships with HNW clients Business Accountable for the performance of individual's own client book. Deliver NNM, AUM and revenue growth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction, portfolio mix). Generate healthy pipeline of target market prospects and convert them into clients. Grow client portfolio size by deepening existing customer relationships. Implement an asset allocation in line with the client needs, and model portfolios as benchmarks. Deliver, monitor and review solutions to clients based on client investment profile. Conduct periodic reviews of client accounts in accordance with established procedures. Deliver profitable growth by controlling costs and mitigating operational losses. Deliver positive client performance in line with client investment profiles.
Processes Support the continuous improvement of pro...