Financial Wealth Manager
2 days ago
Unlock your potential as a seasoned wealth manager.
- Develop and execute comprehensive investment strategies to drive portfolio profitability for high net worth individuals (HNIs) and ultra HNIs.
- Build and maintain strong relationships with clients through personalized financial solutions, ensuring long-term retention and growth.
- Cross-sell a range of financial products, including insurance, loans, and asset-backed offerings, to enhance the overall client experience.
Requirements:
- A graduate or postgraduate degree in finance or a related field, coupled with strong analytical skills.
- Proven experience in wealth management, specifically in handling HNI and ultra HNI clients.
- Ability to craft and implement effective client acquisition plans, driving business growth and expansion.
- Excellent communication and advisory skills, enabling the provision of expert guidance on various financial products and services.
Key Responsibilities
- Strategize and manage investments across multiple asset classes, ensuring optimal returns and risk management.
- Collaborate with internal stakeholders to identify opportunities for cross-selling and up-selling.
- Stay abreast of market trends and regulatory changes, applying this knowledge to inform investment decisions.
What We Offer
- A dynamic work environment that fosters growth and development.
- A competitive compensation package and benefits program.
- The opportunity to work with a talented team of professionals who share your passion for excellence.
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