High Net Worth Advisor
15 hours ago
The role of an Investment Counselor is to provide high-quality investment advice and services to private banking clients. This involves identifying opportunities in various asset classes, employing strategic approaches, and offering tailored solutions to meet each client's needs.
- Main Responsibilities:
- Advisory Services: Provide professional and valuable advisory services to high net worth clients to achieve their financial goals.
- Portfolio Management: Partner with Relationship Managers to review and monitor clients' portfolios, develop suitable investment strategies, and implement prompt market information and execution services.
- Client Relationships: Collaborate with Relationship Managers to build and maintain strong relationships with clients, ensuring a high level of customer satisfaction.
Requirements:
- Candidates: We are looking for dedicated and experienced professionals who possess excellent communication and interpersonal skills, as well as a thorough understanding of the financial markets and regulatory environment.
Benefits:
- Personalized Support: Our team provides personalized support to help you grow professionally and personally.
Other Information:
- Regulatory Compliance: Ensure full compliance with policies, standards, guidelines & procedures laid down by the organization.
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