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24 hours ago
Our organization is seeking a dynamic and experienced professional to serve as a trusted advisor to our clients.
The RoleThis senior-level position involves building and maintaining strong, trust-based relationships with affluent / high-net-worth individuals.
Key Responsibilities:- Client Relationship Management:
- Engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
- Identify opportunities to deepen client relationships, cross-sell services, and generate referrals.
- Financial Planning:
- Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
- Develop comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
- Monitor and review financial plans regularly, adjusting strategies as needed.
- Business Development:
- Leverage existing networks and relationship-building skills to acquire new clients and expand the firm's assets under management.
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