Wealth Manager

Role & responsibilities

Location:

About the Role

Senior Wealth Manager

Key Responsibilities

• Manage and grow a portfolio of high-net-worth clients by providing comprehensive wealth management and financial planning solutions.
• Build, nurture, and retain strong client relationships through regular engagement and customized advisory.
• Assess client needs, risk appetite, and financial objectives to recommend suitable insurance solutions.
• Achieve revenue and targets.
• Ensure compliance with regulatory requirements and company policies while maintaining high ethical standards.
• Stay updated with market trends, investment products, and regulatory changes to provide proactive guidance to channel partners and clients.
• Collaborate with internal teams to deliver superior client service and holistic wealth solutions.

Preferred candidate profile

Required Qualifications & Experience

• Education:

  MBA/CFP/CFA (preferred).

• Experience:

  35 years of experience in wealth management, private banking, or bancassurance.
• Proven track record of managing HNI/affluent client portfolios.
• Strong knowledge of insurance and financial planning.
• Excellent communication, negotiation, and relationship management skills.

Key Skills

• Client Relationship Management
• Financial Planning & Analysis
• Cross-selling & Revenue Growth
• Strong Market Awareness
• Compliance & Risk Management