Senior Wealth Manager

·        Acquire, and maintain relationships with HNI, SME, and affluent clients. Engage with both existing and new clients to support and retain them.

·        Acquire, Train and Service sub-broker partners who in turn manage target client segments.

·        Ensure high-quality service and post-sales support to strengthen customer relationships.

·        Understand client needs and recommend suitable investment, insurance, and financial products.

·        Stay informed about various asset classes and financial markets to suggest well-structured investment portfolios in collaboration with Investment and Product teams.

·        Maintain client data, track discussions, analyse insights, and generate reports using available tech tools.

·        Manage relationships with internal and external partners effectively.

·        Ensure adherence to regulatory policies, client suitability guidelines, and internal processes.