Developed and managed relationships with high net-worth individuals.Conducted monthly and annual reviews with clients to discuss their financial goals.Analysed client portfolios and made recommendations for asset allocation helped clients plan for retirement, education expenses, estate planning, provided tax planning and insurance analysisMaintained a positive and productive relationship with the client, resulting in consistently high customer satisfaction ratings.Used customer relationship management (CRM) systems to accurately track and manage customer data.Researched and identified potential investments and markets to increase the bank’s profitability.