Client Acquisition & Relationship Management: Build and manage a portfolio of high-net-worth clients, ensuring personalized service to meet their evolving needs. Tailored Advisory: Provide strategic investment and insurance advices across a range of asset classes to achieve target which matches risk profile of customers. Family Wealth Planning: Work with specialists to deliver comprehensive family wealth planning solutions, including holding company structure, family governance, succession planning, family office setup, and more. Acquire new clients through strategic networking with existing networks and targeted prospecting efforts.
Deliver exceptional client service by ensuring accurate transaction execution, prompt responses to client inquiries, and alignment with their financial goals. Monitor and optimize clients' investment portfolios to ensure alignment with their objectives and strategies.
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