Key responsibilities involve client acquisition and building long-term relationships with HNI/UHNI clients, sometimes requiring an existing client base. - Wealth Managers provide investment advice across a broad range of products, including PMS, AIFs, bonds, and mutual funds, and manage customized portfolios. - Offer financial planning services covering wealth preservation, tax efficiency, and succession planning. - Tracking portfolio performance, ensuring compliance with regulations, and meeting targets for revenue and asset mobilization are also part of the role. (ref:updazz.com)
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