Elevate Your Wealth Management Career
3 days ago
We seek a skilled wealth manager to build and maintain strong client relationships, understanding their financial objectives and providing personalized advice.
Key Responsibilities:
- To establish trust with high-net-worth individuals, understanding their financial needs and goals.
- To provide tailored investment solutions based on clients' risk tolerance and preferences.
- To conduct regular portfolio reviews, ensuring alignment with clients' objectives.
- To demonstrate expertise in wealth management products, including Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds (MFs), and Equity.
- To educate clients on the features, benefits, and risks associated with various wealth management products.
- To recommend suitable investment strategies and products based on clients' investment preferences and risk profile.
- To identify new business opportunities through networking and referrals.
- To drive business growth by effectively cross-selling wealth management products and services to existing clients.
- To conduct thorough due diligence on investment products and providers to mitigate risks.
Requirements:
- Relevant experience of 12 - 18 years
- Strong understanding of wealth management products, including AIFs and PMS.
- Proven track record of building and managing relationships with high-net-worth individuals.
- Excellent communication, presentation, and negotiation skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Relevant regulatory certifications will be an advantage.
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