Head - Wealth

- Develop and maintain relationships with clients to understand their investment goals and risk tolerance.

- Provide personalized investment advice and recommendations to clients based on their individual needs and circumstances.

- Manage clients' investment portfolios and monitor their performance, making adjustments as necessary to ensure that they remain aligned with their goals and risk tolerance.

- Conduct market research and analysis to identify investment opportunities and risks.

- Stay up-to-date with the latest market trends and news and provide regular updates to clients.

- Generate new business by identifying and pursuing new clients and business opportunities.

- Develop and maintain a thorough understanding of the company's products and services, and effectively communicate them to clients.

- Collaborate with other departments, such as research, compliance, and operations, to ensure that clients receive high-quality and compliant services.

- Meet or exceed sales targets and KPIs (Key Performance Indicators).

- Achieve and exceed individual and team sales targets to drive revenue growth.

- Increase client retention and satisfaction by providing high-quality investment advice and personalized service.

- Expand client base by generating new business through referrals, networking, and other sales activities.

- Increase assets under management (AUM) by effectively managing clients investment portfolios and growing their wealth.

- Meet or exceed profitability targets by balancing revenue growth with cost management.

- Maintain a high level of compliance with relevant regulations and internal policies to ensure that clients investments are protected.

- Stay up-to-date with the latest market trends and news to identify investment opportunities and risks.

- Maintain a high level of client engagement by regularly communicating with them and providing market updates and performance reports.

- Increase operational efficiency by effectively utilizing tools and resources to manage clients portfolios and generate reports.

- Foster a positive and collaborative team environment by sharing knowledge and expertise with colleagues.

- Continuously improve knowledge and skills by staying current with industry trends, participating in training programs, and obtaining relevant certifications.