- Acquire & manage high-net-worth clients, ensuring long-term engagement.
- Offer personalized financial solutions, conduct client meetings & ensure retention.
- Analyze markets, optimize portfolios, and recommend investments aligned with client goals.
Required Candidate profile
- Drive AUM growth, revenue & cross-selling.
- Enhance wealth offerings with teams.
- Ensure compliance, maintain records & report updates.
- Stay informed on industry trends, products, and regulations.
