Position Overview
Job Description
Build and maintain strong relationships with high-net-worth and institutional clients to ensure satisfaction and long-term loyalty.Develop tailored financial strategies, investment plans, and portfolio models aligned with client objectives.Monitor and analyze client portfolios, providing timely recommendations for rebalancing based on market conditions.Stay attuned to changes in client needs and proactively introduce relevant financial products and services.Drive business growth by expanding the client base and offering suitable financial solutions.Collaborate with internal teams, including marketing and client services, to achieve sales and revenue targets.Ensure compliance with regulatory standards and uphold professional ethics in all advisory activities.