Wealth Manager

We are seeking a knowledgeable and client-focused Wealth Manager to provide comprehensive financial advisory services to high-net-worth individuals (HNIs), ultra-HNIs, and corporate clients. The ideal candidate will have a strong understanding of financial markets, investment products, and wealth planning strategies to help clients achieve their financial goals. Key Responsibilities: Develop and manage relationships with HNI and ultra-HNI clients. Understand clients financial objectives and risk appetite to provide personalized investment solutions. Recommend and sell a range of financial products including mutual funds, PMS, insurance, bonds, equities, and structured products. Conduct regular portfolio reviews and rebalancing based on market trends and client goals. Monitor financial markets and economic trends to proactively advise clients. Maintain up-to-date knowledge of compliance, regulatory requirements, and industry best practices. Collaborate with research, product, and ...