4 months ago
- Demonstrate the understanding of clients’ businesses and sources of wealth generation
- Build relationships with client families to establish long-term connections
- Bring together the product experts to develop long-term solutions to strengthen relationships with the firm.
- Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate.
- Help clients achieve broad financial/investment goals related to the creation and management of wealth.
- Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
- Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
- Demonstrate strong commitment to team success and place team goals above personal achievement
- Ensure compliance on regulatory requirements
- Ensure strong controls and effective operational and administrative services.
- 10+ years of relevant experience
- Proven track record in asset gathering, asset growth and revenue generation
- Excellent commercial and negotiation skills
- Excellent understanding of financial markets and products