Brief Summary
Join a dynamic team where you'll be instrumental in building robust client relationships and guiding them through their investment journeys. Your expertise will enhance clients' financial decisions with insightful market knowledge and strategies. Responsibilities
Source and onboard new clients while building and maintaining strong relationships. Understand clients' investment needs, objectives, and risk profiles. Provide market insights, trade ideas, and investment strategies relevant to offered products. Enable clients to make informed financial decisions through clear, timely information. Collaborate with research analysts to analyze market trends and relevant news. Monitor portfolio performance and recommend necessary adjustments to clients. Ensure strict compliance with risk and regulatory standards, including cross-border and AML regulations. Timely submission of progress reports, including existing business and prospect pipeline. Maintain accurate filing of ca...