Responsibilities:
Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review.
Keep abreast with developments in global markets, investment products and opportunities
Liaise with central research / advisory / product teams / business divisions for identifying opportunities to cater to clients requirements.
Work with clients to understand their needs, preferences, and risk tolerance.
Create and implement personalized financial plans that suit their objectives and budget.
Monitor their progress and provide ongoing advice and guidance.
Stay updated on the latest market trends and financial products.
Build and maintain long-term relationships with your clients and colleagues.
Skills:
Excellent analytical, interpersonal, and presentation skills
The ability to work independently and as part of a team
High ethical standards and professionalism
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