Implementation and overseeing investment solutions, providing strong guidance & advice on the current market to take action on investment strategies & ideas.
Function as the primary contact with the client and serve as the client\'s trusted investment advisor by providing in-depth knowledge on both traditional & alternative investments
Driving profitable growth by acquiring, developing and servicing long-term relationships with HNW clients
Providing an optimised client service & cross-marketing opportunity for potential and existing clients to deepen relationships with the Client Advisor and build a successful practice within the organisation.
Effectively communicate and work with Client Advisors to prospect for new investment business
Requirements:
Demonstrated experience in servicing HNW clients within the wealth management covering APAC, with proven tracked records in providing investment advice & solutions, further strengthening your relationships with new or existing clients.
Relevant education in Banking, Business and Finance related discipline.
Excellent communicator with good presentation skills.
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