Wealth Manager - Private Client Group

Open Requirement :

- Responsibility is to generate business from High Net worth Individuals and Corporates through Wealth Management Services. .

- Managing and maintaining their portfolio. .

- Advising TPD's which includes Mutual Funds, PMS's, Life Insurance, General Insurance depending on their Investment Objectives.

- Develop and execute sales strategies to achieve revenue growth and sales targets

- Identify and pursue new business opportunities within the PCG market. Ensure compliance with industry regulations and company policies and procedures

- Analyze market trends and provide feedback to senior management on product and service offerings

- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients, prospects, and industry contacts

- Ability to develop and execute sales strategies that align with business objectives

- Ability to analyze and interpret sales performance metrics to drive continuous improvement