Wealth Manager

Role & responsibilities

Investment Advisory

• Understand clients' financial goals, risk appetite, and investment horizon.
• Recommend suitable investment strategies.
• Provide investment ideas in:
• Equity Cash Market
• Mutual Funds
• Bonds & Fixed Income
• IPOs
• PMS
• Review client portfolios periodically.

Portfolio Management

• Monitor portfolio performance.
• Suggest rebalancing based on market conditions.
• Track asset allocation.
• Prepare portfolio review reports.
• Ensure investments align with client objectives.

Client Relationship Management

• Maintain regular engagement with clients.
• Provide market updates and investment recommendations.
• Address investment-related queries promptly.
• Build long-term client trust and retention.

Market Research

• Monitor domestic and global financial markets.
• Track macroeconomic developments and corporate earnings.
• Identify investment opportunities.
• Share timely market insights with clients.

Client Acquisition

• Identify and acquire new HNI, UHNI, and affluent clients.
• Conduct investor meetings and investment presentations.
• Build long-term relationships with clients.

Team Collaboration

• Coordinate with Research, Dealing, Operations, Compliance, and Product teams.
• Support junior relationship managers.
• Share market intelligence and best practices.