Found Description
Wealth Manager – HNI & Affluent Clients
Fidvia is partnering with a rapidly growing, technology-driven wealth management firm founded by experienced industry leaders. We are seeking accomplished Wealth Managers with 5–15 years of experience who have a strong track record of managing and acquiring High-Net-Worth Individual (HNI) and affluent client relationships.
This role offers an excellent opportunity to join a high-growth organization, build a substantial client portfolio, deliver tailored wealth management solutions, and advance into future leadership positions.
Key Responsibilities
- Acquire, manage, and deepen relationships with HNI and affluent clients.
- Understand client financial goals and provide customized wealth management solutions.
- Develop and implement portfolio strategies across investment and wealth products.
- Drive Asset...