Elite RM

Key Roles:

·Provide financial services solutions to the HNW client base.

·Identify and acquire new HNW clients.

·Broaden existing client relationships (greater share of wallet, higher cross sell ratios).

·Establish sales and revenue targets for existing and new client relationships.

·Provide clients with comprehensive advisory services:

oInvestment Advisory: Advising clients related to specific products and services

oPortfolio Advisory: Advising clients with regards to overall portfolio construction based on asset allocation methodology.

·Develop comprehensive customized financial plans based on client risk profiles.

·Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing).

·Research competitive offering and solicit client feedback for new product ideas.

·Escalate customer suggestions/concerns to the Country/Region head.