Preferred Account Manager
1 week ago
Role & responsibilities
The Preferred Account Manager is a financial professional or advisor who provides personalized investment advice and services to high-net-worth individuals, institutional clients, or preferred customers of a financial institution, such as a bank or brokerage firm. Their primary responsibility is to manage and optimize their clients' investment portfolios within the equity market, which involves buying and selling stocks and other equity-related securities.
- To provide assistance to the Wealth RM
- To service the clients
- To preparing reports to be shared with clients
- To coordinate with the AMCs for processing the transactions
- To business development b
Generating leads
Facilitate meetings with prospects through both cold calling and referencing
Preferred candidate profile
- Strong understanding of financial markets, investment products, trading platforms, and equity products.
- Excellent communication and analytical skills
If anyone is interested please share your updated profile to
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