
Wealth Manager
2 weeks ago
Role & responsibilities
- Manage high net worth individual (HNI) clients' portfolios, providing personalized wealth management solutions.
- Develop and maintain strong relationships with existing HNI clients to increase retention rates and generate new business opportunities.
- Identify cross-selling opportunities for various financial products such as investments, insurance, mutual funds, PMS, etc.
- Collaborate with internal teams to ensure seamless delivery of services to clients.
- Analyze market trends and economic indicators to provide expert advice on investment strategies.
Preferred candidate profile
NISM Certified or Wealth Experience.
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