Wealth Manager

Are you a dynamic and results-driven wealth manager looking to elevate your career? We invite you to be part of our prestigious financial advisory team, where innovation meets excellence. If you have a passion for building strong client relationships and delivering tailored wealth solutions, this is your opportunity to make a significant impact.

Products - Mutual Fund, PMS, AIF and Insurance

Key Responsibilities:

🔹 Client Relationship Management

Build and nurture lasting relationships with corporate clients, including business owners, senior executives, and key decision-makers. Understand their unique financial aspirations and business objectives to offer personalized solutions.

🔹 Wealth & Investment Solutions

Provide bespoke wealth management services, including corporate investment portfolio management, cash flow strategies, and tax-efficient wealth growth plans.

🔹 Strategic Business Development

Identify and capitalize on new business opportunities by leveraging networks, referrals, and existing relationships. Drive expansion by acquiring high-net-worth corporate clients.

🔹 Corporate Financial Planning

Offer comprehensive financial solutions, such as succession planning, employee benefits, retirement plans, and structured wealth transfer strategies, ensuring long-term corporate stability.

🔹 Cross-Functional Collaboration

Work closely with investment advisors, tax specialists, legal experts, and insurance professionals to deliver a seamless and holistic financial experience for corporate clients.

🔹 Market Intelligence & Advisory

Stay ahead of market trends, corporate finance best practices, and regulatory updates. Provide strategic insights to help clients mitigate risks and capitalize on investment opportunities.

🔹 Client Retention & Service Excellence

Deliver exceptional client service with personalized attention, ensuring long-term engagement and trust. Foster deep relationships through consistent value-driven interactions.

🔹 Risk Management & Compliance

Adhere to regulatory requirements and company policies, ensuring ethical wealth management practices while maintaining the highest standards of compliance and client confidentiality.