Job Description
Key Responsibilities:
Originate, cultivate, and strengthen long-term client relationships by leveraging industry networks and consistently delivering best-in-class service across all dimensions of wealth management. Collaborate with product specialists and internal stakeholders to design, implement, and manage bespoke investment and wealth solutions tailored to each client’s financial objectives and risk profile. Act as a strategic advisor, providing clients with actionable market intelligence, portfolio reviews, and multi-asset investment opportunities, while proactively identifying and capitalizing on new business prospects. Oversee seamless client onboarding and ongoing relationship management, including KYC refreshes, suitability assessments, and the coordination of client meetings and transactional activities. Partner with cross-functional teams to ensure rigorous adherence to regulatory standards, risk management frameworks, a...
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