Head of Sales Fixed Income

Client Relationship Management: Build and maintain strong, long-lasting relationships with high-net-worth clients, understanding their financial objectives, risk tolerance, and preferences.

Wealth Management Strategies: Develop customized wealth management strategies and financial plans to address clients unique needs, including tax and estate planning.

Investment Recommendations: Provide clients with investment recommendations, selecting suitable investment products, asset allocation, and portfolio diversification.

Portfolio Monitoring: Continuously monitor and review clients investment portfolios, making adjustments as needed to align with changing financial objectives or market conditions.

Risk Management: Implement risk management strategies to safeguard and grow clients wealth.

Product Knowledge: Stay informed about a wide range of financial products, Bonds, fixed income, mutual funds, and alternative investments.