Private Wealth - RM

Role & Responsibilities:

• To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
• To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
• To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
• To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Equity
• To educate clients on the features, benefits, and risks associated with various wealth management products.
• To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
• To identify new business opportunities and generate leads through networking and referrals.
• To dr...