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Sr. Chartered Accountant

Job Summary :

We are seeking a highly skilled and experienced passionate Sr. Wealth Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client relationships. This role involves working closely with clients to understand their financial needs, providing tailored investment solutions, and ensuring the highest level of client satisfaction.

Key Responsibilities :

  • Manage distribution Sales for location and handle top key relationships for product focusing AIF, PMS, Mutual Funds Manage key relationship distributor, direct clients.
  • Client acquisition as major role and meet revenue targets of the company by distributing AIF and PMS products.
  • Distributor's clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting.
  • Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance.
  • Provide personalized investment advice and develop customized financial plans aligned with AIF PMS Experts' proven process.
  • Identify and pursue new business opportunities to expand the client base.

Job Summary :

We are seeking a highly skilled and experienced passionate Sr. Wealth Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client relationships. This role involves working closely with clients to understand their financial needs, providing tailored investment solutions, and ensuring the highest level of client satisfaction.

Key Responsibilities :

  • Manage distribution Sales for location and handle top key relationships for product focusing AIF, PMS, Mutual Funds Manage key relationship distributor, direct clients.
  • Client acquisition as major role and meet revenue targets of the company by distributing AIF and PMS products.
  • Distributor's clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting.
  • Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance.
  • Provide personalized investment advice and develop customized financial plans aligned with AIF PMS Experts' proven process.
  • Identify and pursue new business opportunities to expand the client base.

Job Summary :

We are seeking a highly skilled and experienced passionate Sr. Wealth Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client relationships. This role involves working closely with clients to understand their financial needs, providing tailored investment solutions, and ensuring the highest level of client satisfaction.

Key Responsibilities :

  • Manage distribution Sales for location and handle top key relationships for product focusing AIF, PMS, Mutual Funds Manage key relationship distributor, direct clients.
  • Client acquisition as major role and meet revenue targets of the company by distributing AIF and PMS products.
  • Distributor's clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting.
  • Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance.
  • Provide personalized investment advice and develop customized financial plans aligned with AIF PMS Experts' proven process.
  • Identify and pursue new business opportunities to expand the client base.