Wealth Manager

Roles and Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.
  
• Provide financial advisory services, including investment planning, portfolio management, and mutual fund sales.
  
• Develop and implement effective wealth management strategies for HNI clients.
  
• Identify cross-selling opportunities for other banking products and services.
  
• Ensure compliance with regulatory requirements and internal policies.
  

Desired Candidate Profile

• 0-1 year of experience in Wealth Management or related field (e.g., Investment Banking).
  
• Certified Financial Planner (CFP) certification preferred but not mandatory.
  
• Strong understanding of Investment Advisory, Financial Advisory, Investment Planning, Mutual Funds, Investment Products, Financial Planning, Investment Analysis, Investment Strategies, Fund Management.