Job description
Use financial acumen and expertise to understand the client’s risk appetite, short term, and long-term goals.
- Device suitable global asset allocation strategies. Recommend suitable opportunities across asset classes – domestic and offshore.
- Monitoring/benchmarking and reviewing client portfolios.
- Provide seamless experience by coordinating with multiple teams to ensure clients take benefit of the full platform.
- Focus on building relationships by understanding various investment and family office related needs and offer solutions through in-house & external domain partners.
- Increase assets under advisory/ wallet share and achieve growth in relationships managed/acquired.
- Build an individual balance sheet.