As an integral part of investment and advisory operations, I serve our clients, managing relationships across the portfolio. My role is to proactively engage with Clients and deliver on the promise of personalized, proactive client care, while ensuring that things are on track and as per Plan. The role is invaluable to Finomenon’s mission of fostering long-term client relationships and ensuring we stay ahead in the personal financial game - client-focused, solution-driven, and adaptive. I’m responsible to deliver exceptional service to each client and provide family office experience.