Responsibilities: • Handle clients virtually. • Update the client’s monthly budget. • Conduct quarterly review meetings with clients. • Review clients’ financial planning annually. • Coordinate with auditors for income tax filing. • Address and complete gaps identified in financial planning. • Respond promptly to clients’ queries. • Generate referrals from existing clients. • Convert referrals into new clients. • Be responsible for clients’ yearly subscription renewals. Required Skills: • Must be a team player. • Effective communication and time management skills. • Strong decision-making and critical analysis abilities. • Solution-oriented mindset. • Proficiency in computer applications (MS Excel and web-based tools). • Ability to work independently and think innovatively.

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Client Relationship Manager