Job Description
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...