We are looking for a client-focused Wealth Manager to join our team. The ideal candidate will be responsible for developing and maintaining client relationships, offering personalized financial solutions, and helping clients achieve their long-term wealth goals.
Keys & Responsibilities:-
Understand clients' financial goals andrisk appetite to recommend suitableinvestment solutions. Build and manage a portfolio of high-net-worth individuals (HNIs) and retail clients.
Regularly monitor clients’ portfolios andoffer timely advice for rebalancing.
Stay updated with market trends, mutualfunds, insurance, tax-saving products,and other wealth management tools.
Ensure compliance with all regulatory andinternal policies.
Participate in client acquisition activitiesincluding events, seminars, and digital engagement.
