Wealth Manager - Institutional Client - Stock Broking

Role Overview

We are looking for a Wealth Manager to engage with Ultra High Net Worth Individuals (Ultra HNI) and Family Offices, offering comprehensive financial products including Mutual Funds, Fixed Deposits, Bonds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs). This position requires proactive fieldwork to develop and manage clientele while achieving targets related to revenue generation and asset under management (AUM) growth.

Key Responsibilities

• Promote and sell financial instruments such as Mutual Funds, Fixed Deposits, Bonds, PMS, and AIFs to Ultra HNI clients and Family Offices.
• Conduct field activities to build and maintain strong relationships with clients.
• Consistently achieve targets related to revenue and the increase of assets under management.
• Leverage an existing client portfolio comprising HNI, Premier Client Group (PCG), and Family Office clients.

Candidate Requirements

• Proven experience managing clients from HNI, Corporate Treasury, and Family Office segments.
• Strong understanding of equity broking and mutual funds.
• An existing client base within the HNI, PCG, and Family Office categories is essential.
• Qualified graduates eligible to apply.

Additional Information

This role is office-based requiring extensive field visits. Interested candidates are encouraged to send their CVs via email.