Job Responsibilities

• Build and manage relationships with accredited investors and high-net-worth clients

• Develop new business opportunities and grow client portfolios in line with business targets

• Understand clients’ financial objectives and provide tailored wealth management and investment solutions

• Conduct KYC, AML, and onboarding processes in compliance with regulatory and internal requirements

• Provide clients with market updates, investment insights, and portfolio-related recommendations

• Deliver high standards of client servicing and enhance overall customer experience

• Support clients on investment-related processes, documentation, and service agreements

• Maintain strong understanding of market trends, investment products, and wealth management solutions

• Work closely with internal stakeholders to ensure smooth execution of ...