Relationship Manager/Client Advisor

Key responsibilities

• Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and investment preferences.
• Provide personalized wealth management advice, including investment strategies, estate planning, tax optimization, and retirement planning.
• Collaborate with internal teams to deliver comprehensive financial solutions, ensuring clients receive a holistic approach to wealth management.
• Monitor and manage client portfolios, making adjustments as needed to align with changing market conditions and client objectives.
• Identify new business opportunities through networking, referrals, and client outreach, actively contributing to business growth.
• Stay informed about market trends, economic developments, and regulatory changes that may impact clients’ financial plans.
• Prepare and present financial plans and investment proposals to clients, ensuring clarity and transparency in communication.
• Ensure compliance with all regulatory requirements and internal policies, maintaining a high standard of ethics and professionalism.