Senior Manager - Wealth Management (Advisory)

About the role

With a strong emphasis on transparency, professionalism, and long-term success, they offer services in portfolio management, retirement planning, and tax-efficient investment strategies. The company is known for fostering lasting client relationships and providing expert guidance to grow wealth in a dynamic market.

What you'll do

• The Senior Manager - Wealth Management (Advisory) is responsible for guiding daily activities across four key pillars that contribute to the organizations success
• Monitor the performance of invested funds
• Attend fund manager meetings and integrate internal research with external insights
• Develop financial plans and deliver presentations to clients as required
• Collaborate with team leaders to collect necessary data

What you need

• 2–5 yrs of experience
• Wealth management
• Portfolio management
• MBA or B.Com or BBA