Scope of the Role
The Wealth Manager will be responsible for Acquiring and Managing the High and Ultra Net Worth customers and providing tailored made investment solutions and Advising clients across all asset classes .
Job Description
- Acquire and maintain relationships with SuperHNI clients to ensure their satisfaction and loyalty.
- Provide comprehensive wealth management advice to SuperHNI clients.
- Monitor and review clients’ portfolios to ensure they are meeting their financial goals.
- Identify and recommend suitable investment opportunities to SuperHNI clients.
- Develop and implement strategies to maximize returns on investments.
- Monitor market trends and provide timely advice to SuperHNI clients.
- Ensure compliance with all regulatory and legal requirements.
- Provide timely and accurate reporting to SuperHNI clients.
- Liaise with other departments to ensure smooth operations.
- Keep abreast of industry developments and best practices.
- Attend client meetings and events to build relationships.
- Provide excellent customer service to SuperHNI clients.
Ideal Candidates
Looking for Candidates from Banks / Wealth Management firms having good experience in Acquiring and handling HNI / UHNI clients . The Candidate should also have a good understanding of wealth management and be able to provide sound advice to the clients.