Wealth Manager - Banking (5-20 yrs)

Join our team as a Wealth Manager (Relationship Manager/Team Leads/Regional Head/Investment Counsellor) where you'll engage with high-net-worth clients, providing personalized financial guidance and solutions.

Your role involves understanding clients' financial objectives, offering tailored strategies to enhance and safeguard their wealth, and overseeing investment portfolios, estate planning, tax tactics, and financial blueprints.

Key Responsibilities:

- Cultivating Client Relationships

- Offering Financial Advisory Services

- Managing Investments (MF,PMS,AIF)

- Promoting Financial Products

- Ensuring Compliance & Mitigating Risks

- Driving Business Growth

Experience:

- Bring 5-7 years of expertise in private banking, wealth management, or a similar financial domain. Showcase your ability to adeptly handle high-net-worth client connections, deliver effective financial resolutions, and navigate investment strategies, estate planning, tax approaches, and lending products.

- Ready to elevate your career in wealth management? Join us and make a difference in the financial well-being of our clients!