- Develop and maintain long-term relationships with high-net-worth clients, conduct regular meetings and reviews with clients to understand their financial needs and goals;Manage and optimize clients' investment portfolios, monitor market conditions and adjust client portfolios as necessary to achieve desired outcomes;Identify, acquire new high-net-worth clients & develop and implement strategies to increase assets under management;Provide exceptional customer service, respond promptly to client inquiries and requests & address and resolve any client issues or concerns effectively;Work closely with other departments to provide integrated financial solutions & coordinate with product specialists to deliver bespoke solutions for clients.
Ikhtisar Pekerjaan
Lokasi
Senayan, Kebayoran Baru, KOTA ADM. JAKARTA SELATAN, DKI JAKARTA, Indonesia
