Serve as a trusted financial consultant to high-net-worth individualsorfamilies.Understand current income, expenses,insurance coverage,tax status, financial objectives, and risk tolerance of HNI clients and delivery returns through asset allocation
• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com
• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com