Wealth Advisor

Roles and Responsibilities

• Manage high net worth individual (HNI) clients' portfolios by providing investment advisory services, financial planning, and wealth management solutions.
  
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
  
• Develop strong relationships with existing HNIs to increase sales revenue from existing accounts.
  
• Collaborate with internal teams such as product specialists to provide comprehensive solutions for clients' needs.
  
• Stay up-to-date on industry trends and regulatory changes to maintain expertise in mutual funds, investment products, and financial services.