• Manage a portfolio of clients, including professionals, entrepreneurs, and high-net-worth individuals, with a focus on long-term relationship building
• Conduct regular check-ins and review meetings with clients to discuss portfolio performance and provide updates
• Maintain ongoing communication with clients through calls, messages, and digital channels to ensure engagement and satisfaction
• Drive growth by encouraging clients to increase their investment contributions
• Share curated insights, research, and investment recommendations from the internal advisory team

Requirements

• MBA graduate is a must and coming from a reputable university is preferred
• Strong interpersonal and communication skills
• Previous experience in sales, account management, or client servicing is an advantage
• Willingness to work full-time onsite at the company’s office