Relationship Wealth Manager - PCG Desk

Roles and Responsibilities :

• Manage high net worth (HNW) clients' relationships, providing personalized wealth management solutions to achieve their financial goals.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Develop and implement investment strategies tailored to each client's risk tolerance, liquidity needs, and overall financial objectives.
• Monitor portfolio performance regularly and make adjustments as needed to ensure optimal returns.

Job Requirements :

• 5-20 years of experience in broking or HNI sales with a focus on wealth management.
• Strong understanding of various investment products such as stocks, bonds, mutual funds, etc. .
• Excellent communication skills for building strong relationships with clients at all levels.