This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients.
• Developing and maintaining business relationship with target clients, bringing in new clients and new AUM to the firm.
• Providing investment advisory and asset allocation services.
• Provide trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products etc.
• Assist clients on wealth planning and preservation through various tools and services.
• Working in a highly dedicated and professional team environment.
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