Role Summary: We are looking for a dynamic and driven Wealth Manager to acquire, manage, and grow a high-net-worth client base. The role involves offering end-to-end wealth management solutions tailored to the unique financial needs of HNIs/UHNIs while ensuring high levels of client satisfaction and long-term relationship building.
Key Responsibilities:
1. Client Acquisition: Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.
2.Portfolio Management: Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
3.Product Advisory: Advise clients on suitable wealth products based on their financial goals, risk appetite,
and investment horizon.
4.Relationship Management: Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction
5.Revenue Generation: Meet and exceed targets for asset mobilization, revenue generation, and client activation. Market Intelligence: Stay updated on market trends, economic updates, and recent product offerings to provide insightful recommendations to clients.
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