Develop and maintain strong relationships with clients, understanding their financial needs
and goals.
Identify and acquire new clients through networking, referrals, and business development
activities.
Analyze clients’ financial status, risk tolerance, and investment preferences.
Stay updated on financial markets, investment products, and economic trends.
Ensure all advisory services and client interactions comply with applicable laws, regulations,
and company policies.
Work closely with other team members to deliver seamless client experiences.
Share insights with clients and suggest adjustments to strategies as needed.

Knowledge and Skills Required

Proven experience in wealth management, financial advisory, or related fields.
Strong understanding of financial products, investment strategies, and market trends.
Excellent interpersonal and communication skills.
Strong problem-solving skills and attention to detail.

Experience