Key Responsibilities

• Portfolio Management: Build, monitor, and adjust tailored investment portfolios for high-net-worth clients.
• Advisory & Strategy: Offer expert investment advice on asset allocation and financial planning, ensuring alignment with client objectives and risk appetite.
• Business Development: Actively acquire new clients, retain relationships, and, in some models, handle transaction executions as a broker.
• Market Analysis: Stay updated on economic trends, market volatility, and investment products to provide timely advice.
• Compliance: Adhere strictly to internal policies, ethical standards, and regulatory requirements (e.g., MAS in Singapore).
• Client Reporting: Prepare and present performance reports to clients.