Advisor - Private Client Group

Responsibilities:

- Acquiring and Managing Clients: Identify, acquire, and maintain relationships with high-net-worth individuals.

- Financial Planning: Develop personalized financial plans and investment strategies based on client needs and risk tolerance.

- Investment Advice: Provide expert advice on various investment products, including mutual funds, PMS, and other financial instruments.

- Portfolio Management: Manage client portfolios and make recommendations for adjustments based on market analysis and client goals.

- Business Development: Contribute to the growth of the Private Wealth division by acquiring new clients and generating revenue.

- Staying Informed: Monitor financial market trends and keep clients updated on current market conditions.

- Relationship Management: Maintain strong relationships with clients through regular communication and personalized service.