Wealth Manager

Purpose:

• Build relationships with institutional clients, including corporates, SMEs, banks, and financial institutions.
• Manage client investment portfolios, provide market updates, and offer expert recommendations.

Key Responsibilities:

Client Acquisition & Relationship Management:

• Identify and acquire new institutional clients.
• Maintain regular contact with clients through calls and meetings.
• Promote multiple products/services to clients, increasing revenue and wallet share.

Portfolio Management:

• Monitor client portfolios and provide tailored recommendations.
• Share updates on financial products and market trends.

Revenue Generation:

• Drive sales by leveraging client relationships and promoting various financial products.

Preferred Candidate Profile:

• Strong local network and market knowledge.
• Sound understanding of financial products and current market trends.
• Excellent communication, negotiation, and customer service skills.
• Target-driven with the ability to adapt to a dynamic environment.

Skills Required
Financial Advisory, Wealth Management, Wealth Manager