Salasar Capital - Senior Wealth Manager

Job Title: Senior Wealth Manager

Job Description:

- To reach out to the existing clients and generate new business.

Skill Set:

- Understanding of investment products and broader market fundamental aspects

- Good communication and presentation skills

- Good analytical skills

- Relationship building skills

Key deliverable:

- Fee income generation

- Conducting financial need mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs.

- Construction of customized portfolio proposals for clients through allocation of client funds into products across debt, equity and alternative asset classes to match financial need mapping based on in house investment strategy.

- Active & periodic portfolio review and re-balancing of client's AUM through timely buy/sell/hold calls triggered by clients' preferred or recommended allocation, launch of new products, performance tracking or change in investment strategy or product view.

About Us:

Creating value for our clients is something that we strongly strive for in our endeavors. Offering services that aren't just outstanding but also meet client needs is a way of life for us. Our business approach is inspired to create happy investor, and with our investor-first philosophy one can be rest assured, that their wealth will be backed by minds as driven to realize their dreams, as they themselves.

Over the years the increased acceptance of Brand New Day by Private Clients and the goodwill that it has generated in the Wealth Management Industry continues to be the source of energy for TEAM BND for its continuous growth. Our experience of over ten years in the field of investment advisory combined with the finely honed skills of our financial advisors makes the process of managing our client's wealth a smooth one.

Our commitment to - creating happy investors- is reflective in our list of highly satisfied clientele comprising of entrepreneurs, employed professionals as well as business families. We take pride in being a financial advisor from the north east and we will continue to strive for better investor education and awareness.

We have been cited as the Best Performing IFA in the entire North East by CNBC-TV18 for the past three years, among various other accolades.

For more information, please visit our website: www.salasarcapital.com