Wealth Managers are responsible for rejuvenating inactive clients as well as sustaining existing clients creating a healthy bond between them and Sykes & Ray Equities. You are responsible for managing a number of clients in all aspects of financial services. You have to be in constant touch of the clients for helping them manage their assets for achieving optimum returns on their investments.
You would be required to build up skills to be able to conduct financial literacy seminars for impacting a larger group of audience, along with this developing impeccable investment strategy for the financial plans.
You have to develop strong cliental relationships with HNIs in assisting them with wealth management and providing investment solutions.