Wealth Manager
Core
Advise high-net-worth clients on wealth creation, accumulation, and protection tactics to increase sales and drive retention using Money Management principles.
Role type
Senior IC Wealth Manager (Private Wealth)
Builds
Custom financial plans, investment proposals, and risk solutions for high-net-worth individuals
Domain
Private Wealth / Financial Advisory
Deliverable
client delivery
Required skills
Financial planning, investment strategy, risk management, estate planning, sales target achievement, client relationship management, regulatory compliance (FAIS/CAT1)
Preferred skills
Discretionary investment mandates, hedge fund participation, structured products, managed investment mandates
Technologies
Financial planning tools, investment analysis software
Responsibilities
Identify client opportunities to advise on approved investment and risk solutions; Analyze client financial information to develop financial plans; Formulate proposals in cash management, risk needs, investment planning, and estate planning; Provide regular client reports against service level agreements; Contribute to external networking and benchmarking to sustain competitive edge.
