Unified Vision Capital - Wealth Manager / Relationship Manager / Senior Wealth Manager / Senior Relationship Manager

About Role :

We are seeking experienced Wealth Managers and Senior Wealth Managers to join our team. The ideal candidates should have extensive knowledge of financial markets and a broad range of investment products across asset classes.

Key Responsibilities :

• Client Acquisition & Business Development : Develop and manage relationships with ultra-high net worth individuals (UHNIs).
• Investment Advisory : Analyse client financial needs and risk appetite to provide tailored investment solutions, including Mutual Funds, PMS, Bonds, Structured Products, Equity, AIF, Real Estate, Life & General Insurance.
• Portfolio Management : Conduct comprehensive financial planning and asset allocation to optimize client portfolios.
• Revenue Generation : Achieve acquisition and revenue targets through strategic financial solutions.

Requirements :

ref : iimjobs.com)