The Wealth Manager will be responsible for managing and expanding relationships with Affluent and High Net Worth (HNI) clients. The role focuses on driving Assets Under Management (AUM) growth, enhancing client engagement, and delivering customized investment advisory solutions aligned with clients’ financial goals.
Key Responsibilities
- Develop, manage, and grow a portfolio of Affluent and HNI clients
- Drive AUM growth and maximize client wallet share through strategic advisory
- Provide personalized investment recommendations and portfolio management services
- Identify and acquire current clients through structured market mapping and networking
- Track market trends and proactively recommend suitable investment strategies
- Collaborate with internal research and product teams to deliver enhanced client solutions
- Organize and lead client engagement initiatives, including seminars and knowledge sessions
Candidate Requirements
- Demonstrated experience in wealth management, banking, or financial services
- Established network within the Affluent and HNI client segment preferred
- Strong understanding of financial markets and investment products
- Excellent communication, presentation, and relationship management skills
Interested?
To schedule your interview, send your CV through WhatsApp (number mentioned below)