Wealth Managers at Trovest Capital Partners

Job Summary:

• To provide tailored financial solutions to high-net-worth individuals and institutional clients. It focuses on portfolio growth, investment advisory, and long-term client relationship management.

Educational Requirements:

• Bachelor's degree in Finance, Economics, or related field (MBA or certifications is an advantage).
• 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.

Key Responsibilities:

• Build and manage relationships with HNIs and affluent clients.
• Provide investrrnent advisory and develop personalized wealth strategies.
• Drive asset growth through portfolio expansion and revenue generation.
• Monitor markets and deliver timely investment insights
• Ensure client satisfaction, compliance, and collaborati with internal teams.

Benefits:

• Competitive salary, HMO, Pension.