Job Description
Responsibilities:
- Cultivate and manage relationships with HNW individuals, corporate clients, and institutions.
- Provide personalized financial advice and solutions.
- Act as the primary point of contact for clients, ensuring a positive experience.
- Manage investment portfolios, optimize returns, and rebalance as needed.
- Identify and pursue new business opportunities through networking.
- Ensure compliance with regulations and internal policies.
- Monitor and analyse portfolio performance, providing regular updates.
Qualifications:
- Bachelor’s degree in Finance or related field.
- Proven experience in finance sector relationship management.
- Strong knowledge of financial markets and products.
- Excellent communication and interpersonal skills.
Benefits:
- Competitive salary and bonuses.
- Comprehensive health benefits.
- Professional development opportunities.
- Exciting career advancement prospects.