Wealth Manager

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients' portfolios, providing personalized investment advice and guidance on wealth creation strategies.
• Develop and implement comprehensive financial plans to achieve clients' goals, including retirement planning, estate planning, and tax optimization.
• Build strong relationships with HNIs through regular communication, understanding their needs, and delivering tailored solutions.
• Monitor market trends and economic conditions to make informed decisions about investment opportunities.

Job Requirements :

• 6-23 years of experience in b2c or hni client handling in banking or finance industry.
• Strong knowledge of investment advisory services, including portfolio management and product sales.
• Proven track record in managing large volumes of assets under management (AUM).
• Excellent communication skills for building rapport with high-net-worth individuals.