Assist in providing financial services solutions to the HNW client base.
Update relevant RM with periodic evaluation report for customers’ portfolio, prepare investment proposals for clients and provide accurate customer information.
Assist in identifying new HNW clients and assist in the analysis of existing client business and identify new business opportunities.
Assist in establishing sales and revenue targets for existing and new client relationships.
Assist Senior RMs/RMs in providing clients with comprehensive advisory services.
Deal with customer queries / requests as well as transaction processing to include.
Check documentation and ensure compliance with regulatory requirements.
Develop comprehensive customized financial plans based on client risk profiles.
Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing).
Ready to Apply?
Join thousands of Americans building their careers