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You will manage and grow relationships with high-net-worth clients, acting as their main point of contact for wealth management. Your duties include building personalised financial plans covering investments, retirement, estate planning, tax and risk management. You will conduct regular portfolio reviews, share market insights and respond to client enquiries. You will also develop new business through referrals and networking, and work with internal specialists such as investment counsellors and wealth planners. You must follow KYC, AML and other compliance requirements, and may organise client events.
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