About the opportunity
Job Overview
<p><span style="font-size:12pt;font-family:Arial, sans-serif;color:#222222;"> </span></p>
<p><span style="font-size:12pt;">The Wealth Manager will be responsible for </span><span style="font-size:16px;">Acquiring and Managing </span><span style="font-size:12pt;"> the High and Ultra Net Worth customers and </span><span style="font-size:12pt;font-family:Arial, sans-serif;color:#222222;"> </span><span style="font-size:12pt;font-family:Arial, sans-serif;color:#222222;">providing tailored made investment solutions </span><span style="font-size:12pt;font-family:Arial, sans-serif;color:#222222;">and Advising clients across
all asset classes</span><span style="font-size:12pt;font-family:Arial, sans-serif;color:#222222;"> .</span></p> <ol>
<li>Acquire and maintain relationships with SuperHNI clients to ensure their satisfaction and loyalty.</li>
<li>Provide comprehensive wealth management advice to SuperHNI clients.</li>
<li>Monitor and review clients’ portfolios to ensure they are meeting their financial goals.</li>
<li>Identify and recommend suitable investment opportunities to SuperHNI clients.</li>
<li>Develop and implement strategies to maximize returns on investments. </li>
<li>Monitor market trends and provide timely advice to SuperHNI clients.</li>
<li>Ensure compliance with all regulatory and legal requirements.</li>
<li>Provide timely and accurate reporting to SuperHNI clients.</li>
<li>Liaise with other departments to ensure smooth operations.</li>
<li>Keep abreast of industry developments and best practices.</li>
<li>Attend client meetings and events to build relationships.</li>
<li> Provide excellent customer service to SuperHNI clients.</li>
</ol> <p>Looking for Experienced Wealth Management Professionals from Banks / Wealth Management firms in Acquiring and Managing HNI , UHNI Clients and having strong Client base / AUM .</p>