Arta Finance

Director

• Develop tailored financial plans and multi-asset portfolio construction strategies aligned with client objectives
• Systematize model portfolios and financial planning workflows in cooperation with engineering and product teams
• Manage clients’ portfolios
• Educate clients on investment options, asset allocation, portfolio risks, performance, and market outlooks
• Stay current with capital markets trends and ensure compliance with relevant regulatory requirements
• Collaborate with internal stakeholders to enhance client experience

Director, Client Advisory