Wealth Manager

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 client objectives and risk profile

• Recommend suitable investment pr...