Key Responsibilities

• Client Advisory: Advise HNW clients on investment needs, risk tolerance, and long-term portfolio management.
• Portfolio Management: Design, implement, and monitor customized investment portfolios, including asset allocation and product selection.
• Market Research: Analyze market trends and translate Chief Investment Officer (CIO) views into actionable insights.
• Relationship Management: Collaborate with Relationship Managers to acquire new clients, conduct reviews, and service existing accounts.
• Compliance: Adhere strictly to regulatory requirements and internal company policies when recommending products.