Client Relationship Executive Job

Key Responsibilities:

1. Collaborate with the Chief Financial Planner to develop and implement financial plans.
2. Attend client meetings, document minutes, and track action items.
3. Coordinate with the back office to ensure follow-up on meeting tasks.
4. Engage with clients to collect data and address queries.
5. Review and analyze client portfolios, recommending adjustments as needed.
6. Utilize Excel, PowerPoint, and Gmail for tasks and presentations.
7. Manage official communications, ensuring professionalism and clarity.
8. Prepare MIS reports, and research financial products, sectors, and funds to support decision-making and recommendations.
9. Arrange group client presentations.

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