Tro-Vest Capital Partners is seeking experienced Wealth Managers to lead client acquisition, deposit mobilization, and investment portfolio management. The role involves providing tailored financial solutions, managing high-net-worth and institutional clients, and driving organizational growth.
Source, identify, and onboard high-net-worth and institutional clients
Lead a wealth management team
Mobilize fixed deposit placements and other investment funds
Provide professional investment advice and tailored financial solutions
Maintain strong client relationships through engagement and portfolio reviews
Collaborate with internal teams to ensure smooth execution of investment transactions
Monitor market trends and identify opportunities for clients and the organization
Bachelor’s degree in Finance, Economics, Business Administration, or related field
Minimum 5 years’ experience in a financial institution, preferably Investment Banking, Asset Management, or Treasury
Proven track record in deposit mobilization and investment portfolio management
Excellent communication, negotiation, and client relationship skills
Strong understanding of financial markets, products, and regulatory frameworks
None
Send your application via email with the provided subject line