Wealth Manager

1 week ago

Bengaluru, India Acme Services Private Limited Full time

Job Description: l Client Relationship Management: Build and maintain long-term relationships with clients, acting as a trusted advisor to understand and address their financial goals. Strategic Financial Planning: Develop personalized strategies covering investments, tax optimization, retirement, and estate planning to help clients build and preserve their wealth. Investment and Portfolio Management: Formulate and manage client portfolios by recommending investment opportunities, monitoring performance, and rebalancing assets to align with risk tolerance and market conditions. Business Development: Proactively identify and acquire new clients to expand the firm's assets under management (AUM)

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