Wealth Associate

Key Responsibilities Client Acquisition & Relationship Management  Acquire HNI, UHNI, Family Office, Corporate, and Affluent clients through networking, referrals, strategic partnerships, and business development initiatives.  Develop and maintain long-term relationships by delivering personalized investment advisory services.  Understand clients' financial goals, liquidity requirements, risk appetite, and investment horizons.  Recommend suitable investment opportunities across fixed-income and alternative investment products.  Build trust through proactive portfolio reviews and continuous engagement.  Ensure exceptional client experience while maintaining high retention and repeat investment rates. Investment Advisory  Advise clients on investment opportunities across: o Corporate Bonds o Secured Debt Instruments (SDIs) o Invoice Discounting o Asset Leasing o Other Alternative Investment Products  Monitor market trends, interest rates, and economic developments to provide timely investment recommendations.  Ensure investment recommendations align with clients' financial objectives and risk profiles.  Stay updated on regulatory developments impacting investment products.