Financial Advisor - Family Office

- Establish, grow, and manage investment relationships with clients

- Be the primary client contact and trusted investment advisor.

- Deepen existing client relationships by providing appropriate investment advice and solutions

- Acquire new clients through market intelligence & engagements

- Drive sales of DSP products to suitable client portfolios

- Share market updates and house views with clients on a timely basis

- Update clients on their investments and their performance

- Leverage existing client relationships and other sources to acquire new clients

- Recognize changes in the client's/ market environment which may present opportunities

- Enhance client experience through strong relationship management