About the Role
We are seeking a knowledgeable and client-focused Wealth Manager to provide comprehensive financial advisory services to high-net-worth individuals (HNIs), ultra-HNIs, and corporate clients. The ideal candidate will have a strong understanding of financial markets, investment products, and wealth planning strategies to help clients achieve their financial goals. Key Responsibilities: • Develop and manage relationships with HNI and ultra-HNI clients. • Understand clients’ financial objectives and risk appetite to provide personalized investment solutions. • Recommend and sell a range of financial products including mutual funds, PMS, insurance, bonds, equities, and structured products.
Conduct regular portfolio reviews and rebalancing based on market trends and client goals. • Monitor financial markets and economic trends to proactively advise clients. • Maintain up-to-date knowledge of compliance, regulatory requirements, and industry best practice...
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