Senior Wealth Manager

As a Wealth Manager, your role involves acquiring HNI clients from the Affluent & Super Affluent Client segment, focusing on new client acquisition. You will be responsible for managing client relationships, generating AUM from preferred clients, and advising Affluent clients on their investments while managing their financial portfolio. Additionally, you will research and update clients on available investment opportunities and financial market trends to align with their portfolios. Collaborating with the product and research team is essential for making investment decisions based on clients" financial requirements. You will also assist in organizing seminars, workshops, and other business development activities. Key Responsibilities: - Acquire HNI clients from the Affluent & Super Affluent Client segment - Manage client relationships and generate AUM from preferred clients - Advise Affluent clients on investments and manage their financial portfolios - Research and update clients on investment opportunities and financial market trends - Coordinate with the product and research team for investment decisions - Assist in organizing seminars, workshops, and business development activities Qualifications Required: - Proven experience in wealth management or financial advisory roles - Strong knowledge of investment opportunities and financial markets - Excellent communication and interpersonal skills - Ability to build and maintain client relationships - Certification in financial planning or wealth management would be an advantage You will be working full-time in a permanent position with benefits including health insurance and Provident Fund. The work schedule is day shift, Monday to Friday, with a morning shift. In addition to the base salary, performance bonuses and yearly bonuses are provided. The work location is in person.,