
Asset Growth Specialist
19 hours ago
A leading wealth management firm is seeking experienced professionals to join their team.
As a portfolio manager, you will be responsible for building and maintaining relationships with high net worth clients, generating assets under management (AUM) from preferred clients, and providing expert investment advice and portfolio management services.
- Establish and maintain long-term relationships with high net worth individuals.
- Maintain client relationships and generate AUM (mutual funds, PMS, structured products) from preferred clients.
- Provide expert investment advice and manage client portfolios to achieve their financial goals.
- Monitor market trends and opportunities to expand client relationships and increase AUM.
Requirements:
- 3-5 years of work experience in private banking or wealth management.
- Demonstrated expertise in managing high net worth client relationships and generating AUM.
- Strong understanding of investment products and strategies, including mutual funds, PMS, and structured products.
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