Senior Wealth Manager/Wealth Manager

Senior Wealth Manager/Wealth Manager - Indvidual role

- Financial Planning: Develop comprehensive financial plans that encompass investment planning, retirement planning, estate planning, and tax planning.

- Portfolio Management: Manage client portfolios, including asset allocation, investment selection, and portfolio rebalancing.

- Client Relationship Management: Establish and maintain strong relationships with clients, building trust and providing ongoing support.Acquiring and Nurturing HNIs , UHNIs and Corporate Investment relationships.

Responsibilities:

- Investment Management through products such as MF, PMS , AIF , SIF and Insurance.

- Core focus on annuity business model for clients who are into long term process of wealth creation

Individual role

Criteria:

- Only from Banking, wealth Management and financial services industry only

- Especially from private welath division