Job Description
About Klay:
We are a boutique financial services firm providing unbiased expertise, tailored financial solutions and best-in-breed technology to clients around the world. We are seasoned experts across the full suite of wealth management, multi-family office, asset management, corporate advisory services and Lending solutions. Through our open architecture model, we ensure you benefit from the combination of institutional rigour and bespoke solutions. And at Klay, we are proud to be different and we are always in your corner.
To know more - https://klaygroup.com
About the role:
The role requirement is to oversee and ensure the financial wellbeing of the clients by collaborating effectively with internal and external stakeholders.
Roles & Responsibility:
- Conduct portfolio evaluation for existing & prospective clients.
- Build portfolios for existing & prospective clients using tools & databases.
- Preparation of client portfo...
We are a boutique financial services firm providing unbiased expertise, tailored financial solutions and best-in-breed technology to clients around the world. We are seasoned experts across the full suite of wealth management, multi-family office, asset management, corporate advisory services and Lending solutions. Through our open architecture model, we ensure you benefit from the combination of institutional rigour and bespoke solutions. And at Klay, we are proud to be different and we are always in your corner.
To know more - https://klaygroup.com
About the role:
The role requirement is to oversee and ensure the financial wellbeing of the clients by collaborating effectively with internal and external stakeholders.
Roles & Responsibility:
- Conduct portfolio evaluation for existing & prospective clients.
- Build portfolios for existing & prospective clients using tools & databases.
- Preparation of client portfo...
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