About The Job
Overview of role
- Sourcing and on boarding of new offshore 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
Key duties
- Build-up, maintain and expand a network of clients, introducing them to the 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 personalised wealth management solutions and investment ideas
