VP/Director
- Focus on HNW individuals and families, as well as institutions
- Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts
- Build portfolio of clients using resources and expertise of employer’s platforms, products, services, and networks
- Actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships
- Update clients regularly on markets, portfolio performance, investments opportunities and risks
- Oversee private client relationships by providing strategic advice based on each client’s wealth objectives. Provide access to specialists and manage clients’ investment portfolios
- Responsible for working with other team members on client sponsorship / Know Your Client