Wealth Manager

Role Description

This is a direct sales and client-facing role responsible for acquiring, managing, and growing a portfolio of high-value clients. The Relationship Manager will provide advisory-led wealth solutions, build long-term client relationships, and drive sustainable revenue growth while ensuring strict adherence to regulatory and internal compliance guidelines.

Key Responsbilties

Key Responsibilities Client Acquisition & Relationship Management 1 Acquire quality clients through networking, referrals, databases, and local market intelligence. 2 Build and manage a strong base of self-sourced clients. 3 Understand client financial goals, risk appetite, and investment horizon. 4 Maintain strong relationships through regular meetings and portfolio reviews. 5 Retain existing clients while consistently adding new accounts annually.

Sales & Revenue Generation

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