Description
- Coordinating new client onboarding process with back office team
- Data gathering and Financial plan creation within agreed TAT
- Presentation of draft and final plans
- Portfolio reviews and recommendations as per process checklists
- Presentation of portfolio reviews and investment recommendations/exits to clients
- Coordination with Wealth Managers/Senior Advisors and back office team for implementation of advice
- Aid in queries linked to clients financial plan and/or portfolio recommendations
- Financial planning software, risk profiling software housekeeping and portfolio reporting software integration with client reports
- Research software integration for client reports
- Maintenance of planning and review calendars
- Keeping updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation,Planning Trends, Alternate Investments, Macro Economy, Global events)
- Providing clients with information on new and existing products and schemes in coordination with Wealth Manager/Senior Advisors
- Sharing the macro views on global/ local economy, and local /global financial markets with clients during meetings
- Sharing research/investment updates with clients on an ongoing basis during meetings
- Website content and social media content maintenance with planner insights