Senior Wealth Manager - BFS

Job Description

- Client Acquisition and developing asset allocation strategies for achieving clients financial goals, Work on clients asset allocation, tax planning, retirement planning, and estate planning;

- Recommend Different financial products to clients for asset allocation across Pre IPO, Unlisted Shares, Mutual funds, Structured Products, Real estate, Insurance

- Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.

- Provides financial management information by preparing financial status analyses and reports.

- Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.

- Maintains quality service by establishing and enforcing organization standards.

- Contributes to Individual and team productivity by accomplishing results in line with organization expectations