The Wealth Manager will build and manage relationships with high-net-worth individuals, providing tailored investment solutions and financial planning services.

.

• Acquire and manage HNI clients
• Provide customized investment advice and portfolio management
• Identify clients' financial goals and recommend suitable products
• Cross-sell investment products and services
• Maintain compliance with regulatory guidelines
• Keep abreast of market trends and economic conditions
   

• Bachelor's degree in Finance, Business, or related field
• 5+ years’ experience in wealth or private banking
• Strong sales and relationship management skills
• Professional certification (CFA, CFP, etc.) is an advantage
• Excellent interpersonal and communication skills