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Posted:1 month ago| Platform: 
Work from Office
Full Time
Job Description The ideal candidate will be responsible for gaining a deep understanding of the clients' financial objectives and challenges and creating strategic recommendations based on this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact to our client for his wealth management and family office needs. Responsibilities Dialogue with our clients to understand their objectives and challenges Analyze clients' data and provide strategic recommendations to clients Present value-proposition to clients Portfolio Management of High NetWorth Clients. Analysis of financial products Meeting clients and work with a team to deliver best experience to client.
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