Wealth Manager

This role is for a Wealth Manager responsible for growing revenue across a diverse range of financial products. The ideal candidate will focus on asset gathering, client acquisition, and managing a mapped client book to increase both Assets Under Management (AUM) and overall revenue.

Key Responsibilities

• Grow revenues from a variety of products, including broking, lending, and insurance products.
• Gather assets for investment products such as mutual funds, PMS, and AIF.
• Acquire new customers and onboard them successfully.
• Upgrade and move clients to other segments to enhance their portfolio and services.
• Increase the AUM and revenue from the assigned client book.