Effectively managing a portfolio comprising of high net worth investors based in different geographies.
Working with the client to identify investments objectives and provide investment advice that suit their risk profile.
Generating new business to ensure revenue & growth targets are met.
Updating and continually maintaining KYC on all clients held in the portfolio.
Gathering up-to-date information on clients' financial background.
Maintaining the one wealth database (or replacement CRM system ) re: all client contact existing
Utilising all available data to build, deepen and maintain existing relationships with clients in order to increase share of wallet and revenue.