1. Client Acquisition & Investment Assessment:

• Identify and engage potential clients, scheduling meetings to discuss their financial goals.

• Conduct in-depth risk assessments of clients' current investment portfolios and financial positions.

• Analyze financial data to develop personalized investment plans aligned with clients’ objectives.

• Onboard new clients while ensuring full compliance with KYC regulations and account activation requirements.

• Oversee and manage documentation for banking and brokerage account openings.

2. Client Relationship Management & Advisory:

• Keep clients informed about new investment opportunities, financial products, and regulatory changes.

• Monitor and reassess clients' financial situations, recommending adjustments to optimize their investment strategies.

• Assist in advising clients on wealth management solutions, and return expectations.

3. Investment Advisory & Portfolio Strategy:

• Collaborate with the Portfolio Management, Research, and Product teams to develop investment strategies tailored to client needs.

• Prepare detailed investment reports and market insights to guide clients in making informed financial decisions.

• Stay updated on market trends, financial products, and global economic developments to provide timely recommendations.

4. Regulatory Compliance & Risk Management:

• Ensure adherence to all regulatory, statutory, and corporate compliance requirements in investment advisory services.

• Maintain strict compliance with industry standards in wealth management, risk assessment, and anti-money laundering policies.

5. Business Development & Financial Product Sales:

• Assist in promoting and selling investment solutions to achieve AUM targets.

• Support in organizing seminars, workshops, and high-net-worth client engagement events to expand the client base.

Skills & Qualifications:

• Bachelor’s degree in Finance, Economics, or Banking (CFA or CFP certification is a plus).

• Strong knowledge of financial markets, investment products, and portfolio management.

• Excellent communication, client relationship management, and advisory skills.

• Ability to analyze financial data and provide structured investment recommendations.

Experience Required:

• At least 5 years of experience in investment advisory, wealth management, or financial planning.

• Proven track record in managing high-net-worth clients and complex investment portfolios.