Senior Relationship Officer

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.

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

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