Senior Consultant at Intileo Technologies
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Branch Manager - Sales - AMC (5-11 yrs)
- Develop and oversee relationships with High-and Ultra-High net worth clientele.
- Develop and put into practice business plans, policies and procedures for the branch.
- Conduct comprehensive review of client portfolios including meeting with clients and advisers to assess strategic based on objective and risk profile, identity opportunities and prepare customized asset allocation suggestion.
- Exceptional understanding of wide range of investment vehicles including equity, structured products, currency and derivatives.
- Prepare and conduct presentation to clientele and key stakeholders, arranging hand off to peers if required based on client's needs.
- Ensure the clients receive high returns and an increased profitability rate.
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