Vacancy Description
Build and deepen relationships with an assigned book of clients under the guidance of the Wealth Manager.
● Understand client goals, risk profiles, and investment preferences to deliver personalized advice.
● Regularly review portfolios and recommend rebalancing, upgrades, or new strategies in line with their financial journey.
● Prepare client briefs, review notes for ongoing reviews and meetings.
● Ensure timely communication and updates to clients on key portfolio actions or changes.
● Get leads and references from clients and increase wallet share with them.
● Collaborate with internal teams (investment, operations, compliance) to fulfill client needs.
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