We are seeking an experienced Wealth Manager to manage and grow the firm’s wealth management vertical, focusing on Mutual Funds, Private Equity, and Alternative Investment Funds (AIF). The candidate will be responsible for client advisory, investment product distribution, and portfolio management for HNI/UHNI clients.
Key Responsibilities
a) Manage and expand the wealth management business of the firm
b) Advise clients on Mutual Funds, AIFs, and Private Equity opportunities
c) Build and maintain relationships with HNI and UHNI investors
d) Source and onboard new clients through networking and referrals