High Net Worth Financial Advisor

As a Wealth Management Specialist, you will be responsible for managing and nurturing relationships with high-net-worth individuals.

• Critical Job Functions:
• Client Acquisition and Onboarding:
• Identify potential HNI/UHNI clients and develop strategies for client acquisition.
• Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences.
• Wealth Advisory Services:
• Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and objectives.
• Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning.
• Portfolio Management:
• Design and manage investment portfolios based on clients' risk profiles and financial objectives.
• Monitor market trends and economic developments to make informed investment recommendations.
• Relationship Building:
• Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings.
• Address client inquiries, concerns, and requests in a timely and efficient manner.
• Cross-Selling and Upselling:
• Identify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients.
• Compliance and Risk Management:
• Ensure compliance with regulatory requirements and internal policies.
• Mitigate risks associated with client portfolios and financial transactions.
• Market Research:
• Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice.
• Reporting and Documentation:
• Prepare and maintain accurate records of client interactions, transactions, and portfolio performance.
• Generate regular reports for clients on their investment portfolios