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Strategic Asset Manager
3 weeks ago
Job Title: Strategic Asset Manager
Role Overview:
As a key member of our team, you will be responsible for managing client relationships and providing investment advice to grow their assets under management.
Key Responsibilities:
- To establish and maintain strong relationships with affluent clients, identifying opportunities to increase assets under management from mutual funds, PMS, and structured products.
- To advise clients on investment strategies, ensuring their overall financial portfolios are aligned with their goals.
- To identify new business opportunities by tracking the affluent client segment in the market.
Requirements:
- Minimum 3-5 years of experience in wealth management or a related field.
- Strong understanding of financial markets and ability to build long-term relationships with clients.
- Excellent communication skills, with the ability to manage multiple client relationships.
Ideal Candidate: We are seeking an individual who possesses exceptional analytical and problem-solving skills, with the ability to work in a fast-paced environment.
