Posted:1 month ago|
Platform:
Work from Office
Full Time
Cultivate and manage investment relationships with clients
Serve as the primary advisor, building trust and offering tailored guidanceEnhance client connections through personalized investment solutionsExpand client base by leveraging market insights and active engagementDrive product sales to suit client needsProvide timely market updates and expert insightsKeep clients informed on investments and performanceUtilize existing networks and channels to attract new clientsIdentify opportunities from evolving client and market landscapesEnhance client satisfaction through effective relationship management
Required Skills:
Deep knowledge of Markets and ProductsProficiency in various asset classesTrack record of providing sound investment adviceExceptional communication and interpersonal skillsStrong analytical capabilitiesEmbrace digital tools and strategies
Avant Garde
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