Wealth Manager – Fixed Income

Experience:

Minimum 1+ years of experience in the Wealth Management.

Key Responsibilities

• Strong understanding of Wealth Management products including Mutual Funds, Bonds, and other investment products, along with sound market knowledge
• Onboarding, handling, and managing HNI / Ultra HNI clients
• Responsible for achieving annual revenue, AUM, and strategic product targets for the assigned geography
• Advise and meet clients to understand their business and investment needs, aligned with their risk appetite and performance objectives, through appropriate structuring solutions
• Conduct regular portfolio reviews and provide clients with a comprehensive, birds-eye view of their investments

Required Skills & Competencies:

• Client relationship management and advisory skills
• Strong communication and presentation abilities
• Result-oriented with a client-first mindset
• Ability to manage targets and work collaboratively with internal teams