Wealth Management Talent
Current- Delivered wealth management solutions to over a hundred high-net-worth clients, aligning it with their financial goals and risk tolerance Resulting in tailored transactions that meet client needs and consistently met.
- Monitored global investing trends to ensure client’s portfolios for every scenario in markets.
- Responsible for developed and maintained relationship with existing wealth clients and acquiring new potential wealth clients
- Collaborated with associated departments to offer comprehensive banking services including deposits, mutual funds, loans and insurance to achieve client targets as a one team