Wealth Manager

Bengaluru - India

Monthly Salary: Not Disclosed

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Description:

Client Relationship Management: Build and maintain long-term relationships with clients acting as a trusted advisor to understand and address their financial goals.
Strategic Financial Planning: Develop personalized strategies covering investments tax optimization retirement and estate planning to help clients build and preserve their wealth.
Investment and Portfolio Management: Formulate and manage client portfolios by recommending investment opportunities monitoring performance and rebalancing assets to align with risk tolerance and market conditions.
Business Development: Proactively identify and acquire new clients to expand the firms assets under management (AUM)

Job Description: l Client Relationship Management: Build and maintain long-term relationships with clients acting as a trusted advisor to understand and address their financial goals. Strategic Financial Planning: Develop personalized strategies covering investments tax optimization retiremen...