Responsibilities:
· Act as a trusted advisor to high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
· Provide strategic financial planning and wealth management advice, offering customized solutions to meet clients' unique needs.
· Foster long-term client relationships through regular communication, consultations, and a deep understanding of their evolving financial circumstances.
· Collaborate with clients to develop and refine financial plans, ensuring alignment with their short-term and long-term objectives.
· Lead and mentor a team of consultants, providing guidance on complex financial matters and fostering professional development.
· Conduct training sessions and knowledge-sharing activities to enhance the expertise of team members.
· Play a key role in business development efforts, identifying and pursuing opportunities to expand the firm's client base.
· Participate in client prospecting, lead generation, and the development of marketing strategies to attract new clients.
· Leverage existing client relationships and referrals to enhance the firm's reputation and market presence.
Requirements:
· Diploma holder and above
· Communication and Interpersonal Skills
· Analytical and Problem-Solving Abilities
· Individuals with a strong desire to learn and grow.
· Excellent communication skills and the ability to work effectively in a team.
