Joseph Mathew

Experience

• Executive DirectorCurrent

  Client Associates · Gurugram, Haryana, India

  Jun 2007 – Present

  As a private banking professional, my responsibilities at Client Associates include: 1.Build and maintain relationship with HNWIs by offering private wealth management solutions. 2.Managing and coordinating all aspects of the customer's financial relationship, including but not limited to financial planning, investments, insurance advice & estate planning services also known as “Family Office”. 3.To build, maintain and enhance relationship values with HNWIs by advising products appropriate to their risk profile and investment objective with a view to maximize the share of the wallet. 4.Determining a client's attitude to risk, where they are in their 'stage of life' investment cycle, creating an appropriate asset allocation structure and educating them through the investment process. 5.Delivering personalized financial plans and product/service recommendations and working with the client to implement financial plans either directly or by leveraging the appropriate domain specialists or alternate delivery channels. 6.Partnering with various domain specialists to identify the customer's specific financial goals/aspirations & proactively monitoring ongoing customer needs and market trends for portfolio optimization. 7.Achievement of AUM targets, proactively sourcing & soliciting new clients through reference generation visits in order to increase customer base and achieve business objectives. 8.To understand the market requirements and provide information to the product development team to offer appropriate solutions. 9.Implementation of sales and marketing plans at brand building, promoting products and services to the clients. 10.Ensuring requisite compliance with all applicable rules and regulations including Foreign Exchange Management Regulation and Anti Money Laundering requirements.