Wealth Manager - Portfolio Management Services

Key Responsibilities:

- Manage and grow a pre-existing, transferable NRI and/or HNWI client portfolio.

- Provide personalized portfolio management services, including offshore investments, lump sum investments, fixed-income products, global funds (equity, VC, ESG), regular savings plans, portfolio bonds, international pension planning, and fintech solutions.

- Drive business development and sales, maintaining a strong advisory approach to meet client financial goals.

- Cultivate and maintain long-term client relationships while ensuring high levels of client satisfaction.

- Keep up-to-date with market trends, regulatory changes, and investment opportunities to provide strategic advice.

Required Skills & Competencies:

- Proven experience managing and growing AUM for NRI/HNWI clients.

- Strong understanding of global financial products and investment strategies.

- Excellent client relationship management and interpersonal skills.

- Demonstrated ability to achieve sales targets and generate new business.

- Strong analytical and problem-solving skills, with attention to detail.