Client Relationship Management:Establish and maintain strong relationships with high-net-worth individuals by understanding their financial needs, goals, and risk tolerance.
Financial Planning:Develop comprehensive, personalized financial plans that address goals like wealth growth, tax reduction, retirement planning, and estate planning.
Investment Management:Manage and monitor investment portfolios, making adjustments as needed based on market conditions and client objectives.
Investment Advisory:Advise clients on various investment products, helping them select appropriate options for their portfolios.
Tax and Estate Planning:Provide guidance on tax strategies and estate planning to help clients minimize tax liabilities and effectively transfer wealth.
Risk Management:Identify potential financial risks for clients and develop strategies to mitigate them.
Performance Monitoring:Regularly review investment portfolio performance and provide clients with financial reports on their progress towards their goals.
