Found Description
Key Roles and Responsibilities:
- Assist in providing financial services solutions to the HNW client base.
- Update relevant RM with periodic evaluation report for customers’ portfolio, prepare investment proposals for clients and provide accurate customer information.
- Assist in identifying new HNW clients and assist in the analysis of existing client business and identify new business opportunities.
- Assist in establishing sales and revenue targets for existing and new client relationships.
- Assist Senior RMs/RMs in providing clients with comprehensive advisory services.
- Deal with customer queries / requests as well as transaction processing to include.
- Check documentation and ensure compliance with regulatory requirements.
- Develop comprehensive customized financial plans based on client risk profiles.
- Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing).
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