- ResponsibilitiesResponsible for building and maintaining strong relationships with existing UHNW clients;Provide extensive knowledge of financial instruments and products;Monitor clients' portfolios on a regular basis to identify additional business opportunitiesUnderstanding clients' portfolio, financial objectives, liquidity profile, family and business structures;Provide investment advice with highly tailored solutions to meet clients' needs;DiscussingResponsibilitiesResponsible for building and maintaining strong relationships with existing UHNW clients;Provide extensive knowledge of financial instruments and products;Monitor clients' portfolios on a regular basis to identify additional business opportunitiesUnderstanding clients' portfolio, financial objectives, liquidity profile, family and business structures;Provide investment advice with highly tailored solutions to meet clients' needs;Discussing
