Wealth Manager Responsibilities: - Acquiring and Managing Clients: Identify, acquire, and maintain relationships with high-net-worth individuals. - Financial Planning: Develop personalized financial plans and investment strategies based on client needs and risk tolerance. - Investment Advice: Provide expert advice on various investment products, including mutual funds, PMS, and other financial instruments. - Portfolio Management: Manage client portfolios and make recommendations for adjustments based on market analysis and client goals. - Business Development: Contribute to the growth of the Private Wealth division by acquiring new clients and generating revenue. - Staying Informed: Monitor financial market trends and keep clients updated on current market conditions. - Relationship Management: Maintain strong relationships with clients through regular communication and personalized service.

Mumbai

Sudero - Wealth Manager 

Job Description for Sudero - Wealth Manager  in Sudero in  Mumbai for (4-15) years of experience. Apply Now!