Job Description
Job Description :
Role: Wealth Manager
Functional Responsibilities:
- . Establish and maintain long-term, trust-based relationships with HNI and UHNI clients.
- . Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings.
- . Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients' financial goals.
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