Build and deepen relationships with an assigned book of clients under the guidance of the Wealth Manager.

● Understand client goals, risk profiles, and investment preferences to deliver personalized advice.

● Regularly review portfolios and recommend rebalancing, upgrades, or new strategies in line with their financial journey.

● Prepare client briefs, review notes for ongoing reviews and meetings.

● Ensure timely communication and updates to clients on key portfolio actions or changes.

● Get leads and references from clients and increase wallet share with them.

● Collaborate with internal teams (investment, operations, compliance) to fulfill client needs.