Relationship Manager - Private Wealth

• Providing financial solutions for high net worth clients.
  
• Monitor financial market trends to ensure that client plans are responsive.
  
• Must ensure the growth of AUM / Book Size.
  
• Responsible for achieving targets based on acquisition and revenue generation through investment products.
  
• Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
  
• Sharing model portfolios with clients
  
• Responsible for targeting towards the AUM growth & revenue generation from the relationships with company.
  
• Responsible for complying with regulatory compliance as set out by relevant regulatory authorities
  

Requirements

Benefits