- Sound understanding of wealth management and asset allocation concepts
- Monitor, implement & updating of customized personal financial plans.
- Implementation of investment recommendations.
- Sound understanding of investment products across asset classes
- Coordinate with all the financial / investment product manufactures
- Compare, analyze and regular monitoring and review of investment products across asset classes
- Excellent communication skills & Meeting Clients to explain and review their Financial Plans with strong client retention skills
- Sound excel skills with good focus to ensure zero error work for service excellence
- Good understanding of current economic, market, political, global affairs.