About the role
Key Responsibilities Build and manage relationships with UHNI's in designated location including family offices and Corporates Understand client’s investment objectives, risk appetite & asset allocation needs and recommend appropriate investment solutions. Work closely with Product and Fund Management teams to prepare client-specific presentations, investment proposals, pitch-books, and organise roadshows. Ensure high standards of client servicing and support: Onboarding, KYC/AML compliance, do…