Unified Vision Capital - Wealth Manager/Senior Wealth Manager

About Role:

We are seeking experienced Wealth Managers and Senior Wealth Managers to join our team. The ideal candidates should have extensive knowledge of financial markets and a broad range of investment products across asset classes.

Key Responsibilities:

- Client Acquisition & Business Development: Develop and manage relationships with ultra-high net worth individuals (UHNIs).

- Investment Advisory: Analyze client financial needs and risk appetite to provide tailored investment solutions, including Mutual Funds, PMS, Bonds, Structured Products, Equity, AIF, Real Estate, Life & General Insurance.

- Portfolio Management: Conduct comprehensive financial planning and asset allocation to optimize client portfolios.

- Revenue Generation: Achieve acquisition and revenue targets through strategic financial solutions.

Requirements:

- Experience: Minimum 5-6 years for Wealth Managers and 10-11 years for Senior Wealth Managers.

- Financial Expertise: Deep understanding of wealth management products and asset classes.

- Taxation Knowledge: Awareness of relevant taxation laws affecting wealth management.

- Communication Skills: Strong oral and written communication abilities.

- Client Base: Established client relationships are preferred.