01Responsibilities
Client Engagement:
- Build and deepen relationships with current clients and onboard them onto the wealth management book.
- 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.
- Develop familiarity with advisory tools, risk assessment frameworks, and planning models.
Process, Documentation & Compliance:
- Maintain accurate and up-to-date records of client interactions, tasks, and service history in the CRM.
- Learn and adhere to protocols on ethical conduct and confidentiality.
- Adhere to the .
