Job Summary

Drive profitable growth by acquiring, developing and servicing long‑term relationships with HNW clients.

Strategy

Drive profitable growth by acquiring, developing and servicing long‑term relationships with HNW clients.

Business

• Accountable for the performance of individual’s own client book.
• Deliver NNM, AUM and revenue growth targets and key operating metrics such as tail accounts management, client acquisition, client satisfaction, portfolio mix.
• Generate healthy pipeline of target market prospects and convert them into clients.
• Grow client portfolio size by deepening existing customer relationships.
• Implement an asset allocation in line with the client needs, and model portfolios as benchmarks.
• Deliver, monitor and review solutions to clients based on client investment profile.
• Conduct periodic reviews of client accounts in accordance with established pro...