Wealth Manager

Job description:

·      Will be responsible for acquiring preferred clients (HNI/Ultra HNI).

·      To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.

·      To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

·      To coordinate with product and research team for taking investment decision for the clients.

·      To conduct and assist in organizing seminars, workshops and other business development activities.

·      To achieve budgeted targets in terms of number of clients/volume of business & assets.

·      To research, investigate and update themselves on available investment.

·      To contact clients periodically and determine if they are satisfied with the service and returns generated.

·      To review the clients investment needs to determine whether marke...