Client Services Officer

Key Responsibilities:

• Serve as the primary point of contact for a portfolio of high-net-worth clients.
• Understand clients’ financial objectives and deliver personalized investment strategies and product solutions.
• Foster long-term client relationships through trust, discretion, and exceptional service.
• Coordinate with internal investment, legal, tax, and product teams to ensure optimal client outcomes.
• Prepare client reports, attend regular review meetings, and provide updates on portfolio performance and market developments.
• Ensure compliance with regulatory requirements and internal policies.
• Identify cross-selling opportunities and contribute to business development efforts.