- Manage high net worth individual (HNI) clients' portfolios, providing personalized investment advice and guidance on equity, bonds, mutual funds, and other financial products.
- Develop and maintain solid relationships with HNIs to understand their financial goals and objectives.
- Identify new business opportunities through networking and referrals to expand the client base.
- Monitor market trends and economic conditions to make informed decisions about portfolio allocations.
Job Requirements :
- 5-25 years of experience in wealth management or related field such as broking or relationship management.
- Strong understanding of various types of investments including equity, bonds, mutual funds, etc. .
- Excellent advisory skills with ability to communicate complex financial concepts simply to non-technical clients.