We are looking for an experienced Wealth Manager to acquire and manage HNI/UHNI clients by providing tailored investment solutions and driving Assets Under Management (AUM) growth.
Key Responsibilities
- Acquire HNI/UHNI clients through referrals, networking, and business development.
- Manage client portfolios across Mutual Funds, PMS, AIFs, Bonds, Unlisted Shares, and Insurance.
- Provide investment advisory based on clients' financial goals and market trends.
- Build long-term client relationships and ensure superior client service.
- Drive AUM growth and achieve business targets.
? How to Apply To schedule your interview, please share your updated CV via WhatsApp using the contact number below.