
Financial Strategist
1 week ago
Job Summary:
Market Lead/Sr. Market LeadWe are seeking a dynamic, result-oriented Market Lead/Sr. Market Lead to spearhead business growth and drive financial planning for high-net-worth clients.
Key Responsibilities:- Understand client financial needs and risk appetite to recommend suitable products from a range of financial solutions.
- Provide financial advice and implement recommendations to achieve client goals.
- Monitor market trends to ensure client plans remain responsive.
- Drive AUM growth and revenue generation through strategic investment strategies.
Requirements:
- Strong client relationships and network.
- Exceptional communication and interpersonal skills.
- Ability to think critically and strategically.
- High integrity and entrepreneurial mindset.
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