Job Description
Job Purpose
The Wealth Manager is responsible for acquiring, managing, and growing client
relationships by providing holistic wealth management solutions. The role involves
understanding client financial goals, offering suitable investment strategies, and delivering
consistent advisory support to help clients achieve long-term wealth creation.
Key Roles & Responsibilities
Client Acquisition & Relationship Management
- Acquire and onboard new clients through referrals, networks, and business
development activities
- Build and maintain long-term relationships with clients
- Understand client financial goals, risk appetite, and investment preferences
- Act as the primary point of contact for assigned clients
Investment Advisory
- Provide investment advice aligned with cl...
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