Client Partner - Family Office & Investments

* Act as a trusted advisor to clients on investments, portfolio strategy, and market trends

* Construct and review investment portfolios based on client needs, asset allocation, and risk profile

* Collaborate with Relationship Managers/Wealth Advisors to enhance client engagement and wallet share

* Recommend suitable investment products including mutual funds, PMS, AIFs, bonds, equities, and other structured products

* Maintain up-to-date knowledge of market movements and macroeconomic indicators to provide timely advice

* Conduct regular portfolio reviews and rebalance asset allocation as required

* Ensure compliance with all internal and regulatory guidelines during client interactions and documentation

* Assist in product development, investment research, and training for the team when needed