Wealth Manager

• We are seeking a highly skilled and experienced Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for managing the wealth portfolios of high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs). You will play a pivotal role in generating leads, nurturing talent within the team, and optimizing revenues while delivering superior service to our clients.

Primary Skills Required:

• Wealth Management
• Portfolio Management
• HNI Client Handling
• Lead Generation

Key Responsibilities:

• Managing the Profit & Loss (PL) of the region and strategically building market share
• Addressing the investment requirements of HNI and UHNI clients through an exclusive product bouquet and superior service delivery.
• Assisting clients in achieving their short-term and long-term investment goals through proper profiling and offering various investment products.
• Developing and implementing marketing plans to acquire new customers in the corporate space and devising acquisition initiatives.
• Acquisition and management of a group of HNI (High Net Worth Exclusive) and UHNI clients.