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.
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