This role requires consistent engagement of the clients with the purpose of reviewing the clients’ portfolio composition, its performance, the updates to the clients of ATRAM’s active management in order to anticipate the consequences of market movements, the periodic revisits to the goals and wealth management needs of the clients that can include retirement planning or the requirement for regular passive income or the preparation for legacy planning. As such is the depth of the role, given the affluent clients’ expectations, it is necessary for the Wealth Manager to always be well informed, educated...