Key Responsibilities

• Advisory: Assess client risk profiles and financial objectives; recommend suitable investment solutions in collaboration with Fund Managers and Research Analysts.
• Relationships: Maintain long-term client trust through regular portfolio reviews and transparent communication in all market conditions.
• Compliance: Ensure 100% adherence to SEC, KYC, AML, and internal policies; maintain audit-ready documentation for all client interactions.
• Service: Deliver timely execution of instructions and prompt resolution of client issues.

Key Requirements

• Education: Degree in Finance, Economics, Business, or related field with 7-10 years in wealth management, private banking, or asset management
• Certifications: CFA, CIS, or MBA (added advantage).

Core Competencies:

• Strong business development,
• Relationship management,
• Investment product knowledge,
• Financial advisory,
• Negotiation and unwavering ethical standards.