About the role
FinEx AI summary
Develop and maintain long-term relationships with affluent and high-net-worth clients, providing wealth management and asset allocation solutions based on their needs and risk profiles. Conduct regular client reviews, deliver market updates, and work with internal teams to ensure compliant service. Drive AUM growth, client retention, and revenue contribution while handling enquiries and feedback professionally.
Core skills
Wealth ManagementAsset AllocationClient Relationship ManagementHigh-Net-Worth ClientsComplianceInvestment Products