Looking out for candidates having experience in wealth management,PMS, investments.
Desired skill sets :
- Ability to approach prospects through multiple sources of network including but not only families managed in the past.
To provide various investment performance reports and summaries to the clients
To build and maintain client bases, along with relevant comments/remarks for future reference
To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.