Roles and Responsibilities
Manage high net worth individual (HNI) clients' portfolios by providing investment advisory services, financial planning, and wealth management solutions.
Identify recent business opportunities through networking, referrals, and market research to expand the client base.
Develop robust relationships with existing HNIs to increase sales revenue from existing accounts.
Collaborate with internal teams such as product specialists to provide comprehensive solutions for clients' needs.
Stay up-to-date on industry trends and regulatory changes to maintain expertise in mutual funds, investment products, and financial services.