Job Summary

We are seeking an experienced and passionate Senior Wealth Manager to join our growing financial advisory team.

The ideal candidate should possess strong expertise in wealth management, investment advisory, and client relationship management across AIF, PMS, and Mutual Fund products.

Key Responsibilities

• Manage distribution sales and key client relationships across assigned locations.
• Drive AIF, PMS, and Mutual Fund product distribution to achieve revenue targets.
• Acquire new clients and strengthen long-term investor relationships.
• Conduct portfolio review meetings through audio, video, and in-person interactions.
• Provide customized investment solutions aligned with client financial goals.
• Monitor market trends and deliver updated investment insights to clients.
• Ensure regulatory compliance and seamless client servicing.

Qualifications & Skills

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• CFA, CFP, or similar certifications are highly preferred.
• 4–15 years of experience in Wealth Management or Financial Advisory.
• Strong understanding of investment products, AIF, PMS, and financial markets.
• Excellent communication, analytical, and relationship-building skills.