Wealth Manager at Trovest Capital Partners

Job Summary

• TroVest Capital Partners is seeking an experienced Wealth Manager to provide tailored financial solutions to high-net-worth individuals and institutional clients.
• The role focuses on portfolio growth, investment advisory, and long-term client relationship management.

Key Responsibilities

• Develop and manage relationships with HNIs and affluent clients.
• Provide advisory services on investment products, including fixed income and structured investments.
• Design personalized wealth management strategies aligned with client goals.
• Drive asset growth and revenue generation through portfolio expansion.
• Monitor financial markets and provide timely investment insights.
• Ensure high levels of client satisfaction and retention.
• Collaborate with internal teams on product structuring and delivery.
• Ensure compliance with all regulatory and internal policies.

Requirements

• Minimum of 5 years’ experience in wealth management or investment advisory.
• Strong knowledge of financial markets and investment products.
• Proven ability to manage and grow client portfolios.
• Excellent communication and relationship management skills.
• Strong commercial awareness and analytical skills.