Portfolio Advisor

Job Description -WEALTH MANAGER

POSITION SUMMARY:

The Wealth Manager Role is a client-facing role. Through a combination of client-management skills, planning, market, product knowledge, the Wealth Manager partners with team members to address the specific needs and service issues of HNI clients in order to cultivate existing client relationships. The Wealth Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.

PRE-REQUISITS:

Candidates with prior experience of acquiring, managing and servicing Ultra High / High Net worth Clients' across all asset classes in a Broking / Private Bank / Wealth Management Setup.

DUTIES and RESPONSI...