Job Description
Responsibilities:
- Actively identify, develop and convert business opportunities from new and existing clients
- Demonstrate an in-depth understanding of clients’ business and source of wealth generation
- Ensure coverage of all relationships through client engagement, risk profiling and financial planning
- Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
- Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
- Help clients achieve broad financial/investment goals related to the creation and management of wealth
- Develop tailored solutions that address clients’ investment, risk management, and financing/liquidity needs
- Plan and prioritize activities to maximize revenue growth and client satisfaction
- Ensure strong controls and effective operational and administrative tasks includ...