Senior Vice President - Wealth Manager - Financial Services Firm
(Private Wealth Division)
Job Description :
Wealth Manager Roles and Responsibilities :
- Maintain client relationships and generate AUM (Mutual fund, PMS, Insurance, Equity, etc.) from -HNI/Ultra HNI clients
- Acquisition of Private Wealth clients through networking, database, market analysis, and references
- Achieve the financial goals of the clients through various product line
- Advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio
- Review and Diversify existing client portfolio on regular basis and provide guidance accordingly
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