Relationship Manager (Wealth and Investment, Portfolio Management)

Portfolio Strategy Development

• Develop customized portfolio recommendations based on clients’ financial objectives, risk tolerance, liquidity requirement, and investment horizons.
• Review client portfolios to identify opportunities for diversification, risk mitigation, and performance enhancement through fund selection within the AXA funds universe.
• Assess concentration risk, portfolio exposures, and suitability of investment products to ensure alignment with client objectives.
• Collaborate with the Wealth Advisory Director in designing model portfolios, investment frameworks, and client‑specific wealth solutions.

Sales Support & Relationship Management

• Conduct regular portfolio review meetings with clients to communicate portfolio performance and recommendations.
• Support business development initiatives by assisting relationship managers in client acquisition and retention efforts.
• Bu...