Investment Specialist - Wealth Management

Role Overview:

Investment Specialist

Salary: 20-25k onwards

Responsibilities:

• Client Acquisition & Relationship Management

  - Acquire new clients and nurture long-term relationships

• Financial Planning

  - Develop tailored financial plans to meet individual client needs and goals (Mutual Funds, PMS, AIF and related investment products)

• Portfolio Management

  - Monitor and manage client portfolios for optimal performance

• Business Development

  - Identify growth opportunities and expand professional networks

• Market Research

  - Stay updated with equity markets and industry trends to support client advisory

• Client Service

  - Deliver exceptional support to ensure a smooth client experience

Skills:

• Strong sales & client relationship management skills
• Financial literacy and passion for wealth management
• Excellent communication & presentation skills
• Analytical mindset with a proactive, result-driven approach
• 1+ year experience in finance, sales, or wealth management

Qualifications:

Finance or MBA graduates preferred