Overview of role
Sourcing and onboarding of new clients Understand needs, objectives and risk profile of clients Advise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely execution Regular review of investment portfolios and risk profiles with clients Strict observance of risk and compliance / cross-border / AML issues and regulations Ensure that we achieve excellence in our clients' experience, building lasting relationships based on high standards of service and quality advice
Key duties
Build-up, maintain and expand a network of clients, introducing them to the Schroders company and Wealth Management platform Provide exceptional advice, service and appropriate recommendations to clients with focus on understanding their needs, objectives and risk tolerance. Develop personalized wealth management solutions and investment ideas Enable the client to make informed financial decisions by providing clear, ...