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 products across asset classes • Conduct regular portfolio reviews and suggest rebalancing strategies • Explain market movements and investment rationale to c...