Senior Wealth Manager - Banking/Financial Services

Senior Wealth Manager

Grade: AVP/Chief Manager

Client Advisory & Portfolio Management:

- Understand clients financial goals, risk appetite, and time horizon through detailed discussions and portfolio deep-dives.

- Catering to the investment needs of clients by providing them research-based advice in Mutual Funds, Insurance, PMS, AIFs, Bonds, Equity, Structured Products, and other wealth offerings.

- Conduct regular portfolio analysis, reviews and create investment plans to ensure alignment with client objectives.

- Advise clients on suitable investment opportunities across asset classes and recommend appropriate product strategies.

Preferred Candidate Profile:

- 4 to 10+ years of experience in wealth management, investment advisory, or private banking.