
Investment Strategist
3 days ago
Develop and Manage Client Relationships
As a wealth manager, you will play a pivotal role in enhancing and acquiring Assets Under Management (AUM). You will work closely with clients to understand their financial goals and objectives.
Key Responsibilities:- Align AUM according to the client's strategy while reducing risk, costs, & tax implications.
- Enhance desired returns & manage volatility of the portfolio.
- Ensure client satisfaction in all engagements.
- Acquire new clients for the wealth management vertical.
Requirements include a minimum of 4 years of relevant experience in wealth management, a demonstrated track record of managing high-net-worth client relationships and sales, and a post graduate degree from a reputed institution.
Benefits:
- Competitive compensation package
- Opportunities for career growth and professional development
- A dynamic and supportive work environment
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