Client Partner

What We're Looking For:

Holds an MBA degree from a reputable university.
Strong interpersonal and communication skills.
Previous experience in sales, account management, or client servicing is an advantage.
Willingness to work full-time onsite at the company's office.

• Manage a portfolio of clients, including professionals, entrepreneurs, and high-net-worth individuals, with a focus on long-term relationship building.

• Conduct regular check-ins and review meetings with clients to discuss portfolio performance and provide updates.

• Maintain ongoing communication with clients through digital channels to ensure engagement and satisfaction.

• Drive growth by encouraging clients to increase their investment contributions.

• Share curated insights, research, and investment recommendations from the internal advisory team.