Job Requirment
• Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.
• Proactively advise and consult with the clients, explaining the types of financial services available, educating them about investment options and potential risks and recommending investments.
• Grow client portfolio size by deepening wallet share
• Closely monitor the performance of client accounts, to ensure that the accounts are behaving positively and meeting client needs. You need to be aware of both the clients goals, income and spending to manage the portfolio
• Deliver AUM and revenue growth targets
• Conduct periodic reviews of client accounts in accordance with established procedures
• Support the delivery of Business strategy in a safe and well-controlled manner and on an end-to-end basis.