Wealth Manager

Job Description :

Client Relationship Management : Build and maintain long-term relationships with clients, acting as a trusted advisor to understand and address their financial goals.

Strategic Financial Planning : Develop personalized strategies covering investments, tax optimization, retirement, and estate planning to help clients build and preserve their wealth.

Investment and Portfolio Management : Formulate and manage client portfolios by recommending investment opportunities, monitoring performance, and rebalancing assets to align with risk tolerance and market conditions.

Business Development : Proactively identify and acquire new clients to expand the firm's assets under management (AUM)