Build and maintain strong relationships with key decision-makers and stakeholders within family<br /> offices.<br />

• Understand the unique financial goals, objectives, and challenges of each family office client.<br />
• Provide ongoing monitoring and review of client portfolios and financial plans to ensure alignment.<br /> with client objectives and market conditions.<br />
• Proactively identify opportunities to deepen client relationships and generate new business<br /> through referrals and cross-selling initiatives.<br />
• Stay informed about market trends, regulatory developments, and industry best practices to<br /> effectively advise clients and mitigate risks.<br />
• Maintain accurate client records and prepare regular reports for clients and senior management.