Senior Wealth Manager - BFS

Roles and Responsibilities:

- Develop and implement personalized financial plans and investment strategies for HNI and UHNI clients.

- Manage client portfolios, ensuring alignment with individual financial goals and risk tolerance.

- Conduct regular portfolio reviews and adjustments based on market conditions and client needs.

- Maintain and build strong relationships with existing clients, ensuring client satisfaction and loyalty.

- Identify new business opportunities and potential clients through networking and market research.

- Stay updated with the latest financial products, services, and regulatory changes in the wealth management industry.

- Collaborate with internal teams to provide integrated financial solutions and enhance client experience.

Qualifications and Skills:

- Strong expertise in asset under management.

- Proven experience in financial planning, demonstrating the ability to guide clients in achieving their financial goals.

- Extensive knowledge of investment management, including creating and executing customized investment strategies.

- Excellent client relationship management skills, ensuring long-term client satisfaction and retention.

- Solid wealth management experience, providing comprehensive financial services to HNI and UHNI clients.

- Strong analytical skills, capable of interpreting financial data and market trends to make informed decisions.

- Effective communication skills for explaining complex financial concepts to clients clearly.

- Ability to work independently and collaborate with a wider team to achieve organizational objectives.