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Full-time
Wealth Creation Manager Job at Ultraviolet Microfinance Bank
Ultraviolet Microfinance Bank
Job Description
The Successful Candidate will help clients grow their assets through investment products while also driving revenue for the Ultraviolet Microfinance Bank.
Duties, Roles and Responsibilities
- Identify and onboard new clients, especially high-net-worth and emerging affluent individuals.
- Promote and sell wealth creation products such as fixed income instruments and structured products.
- Understand client goals and recommend suitable investment strategies to grow their wealth.
- Actively monitor client investments and suggest opportunities to maximize returns.
- Build and maintain strong, trust-based relationships to ensure client retention and referrals.
- Track financial markets, competitor offerings, and economic trends to identify opportunities.
- Ensure all transactions and advisory services adhere to regulatory guidelines and internal policies.
- Provide regular updates on portfolio performance and sales achievements.
Qualifications, Education and Competencies
See all details of the qualifications, competencies and education for this role under the "How to Apply" section below.
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Submit your application via the jobs portal
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Track progress under "My Applications" tab
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