Wealth Manager

Job Description:

- Develop and maintain relationships with new and existing clients to understand their financial needs and investment goals.

- Recommend and manage a diversified portfolio of mutual funds tailored to client requirements.

- Provide clients with ongoing support, performance updates, and market insights.

- Generate new business through referrals, networking, and prospecting potential clients.

- Collaborate with the investment and research teams to create appropriate solutions for clients.

- Ensure clients are fully informed about mutual fund products, risks, and investment strategies.

- Monitor market trends and provide timely updates and advice to clients on their investment portfolios.

- Assist in the preparation of client presentations, reports, and other documentation.

- Meet and exceed sales targets and other performance metrics.