Develop customized portfolio recommendations based on clients’ financial objectives, risk tolerance, liquidity requirement, and investment horizons.
Review client portfolios to identify opportunities for diversification, risk mitigation, and performance enhancement through fund selection within the AXA funds universe.
Assess concentration risk, portfolio exposures, and suitability of investment products to ensure alignment with client objectives.
Collaborate with the Wealth Advisory Director in designing model portfolios, investment frameworks, and client‑specific wealth solutions.
Sales Support & Relationship Management
Conduct regular portfolio review meetings with clients to communicate portfolio performance and recommendations.
Support business development initiatives by assisting relationship managers in client acquisition and retention efforts.
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