Wealth Manager - Banking

About Our Client:

- Our client is a leading wealth management company that combines the expertise of seasoned investment professionals with advanced technology to deliver exceptional financial solutions.

Job Title: Client Financial Partner - Digital

Education: Graduate/ MBA/ CA/ CFA

- Experience: 2-6 years of experience in the wealth management segment with a strong knowledge of selling Mutual Funds, PMS (Portfolio Management Services), and AIF (Alternate Investment Funds).

Preferences: Local candidates with relevant experience and excellent communication skills.

Working Days: Any 6 days per week, as per business requirements

About the Role:

We are seeking dynamic individuals to join the inbound business team. In this role, you will interact with high-net-worth inbound clients (with portfolios of - 50 lakhs and above) to provide expert guidance on our Portfolio Management Services and Mutual Fund investment strategies. Your expertise will help clients make informed investment decisions.

Key Responsibilities:

- Conduct pre-scheduled video meetings with potential clients to review their portfolio holdings and provide expert investment suggestions.

- Convert high-intent inbound clients into investors in our portfolio products.

- Apply strong analytical skills to assist clients using various data points.

- Utilize in-depth market knowledge in client discussions.

- Assess customer requirements and asset distribution; communicate effectively to understand their financial needs and objectives.

- Showcase our portfolio management approach, including fund selection, investment strategies, and risk management.

- Guide clients through onboarding processes by coordinating with teams such as operations, product, and tech.

- Advise clients on tax liabilities related to fund entry and exit.

- Maintain strong relationships with existing clients, encouraging further investment in our offerings.

Qualifications and Skills:

- At least 1 year of sales experience in financial services such as retail banking, investing fintech, or AMCs.

- Excellent communication skills.

- In-depth knowledge of mutual funds, stocks, or PMS.

- Ability to explain complex investment methodologies in simple terms.

- High ownership and strong stakeholder management skills (internal and external).

Education & Certifications:

- MBA, CA, or CFA preferred.

- NISM Mutual Funds & PMS Distributors certifications (required within one month of joining).

Success Factors:

- High energy and enthusiasm.

- Commitment to exceeding expectations and delivering outstanding results.

- Ability to thrive in a team-oriented environment.

- Openness to change, challenges, and continuous learning.

- Innovative problem-solving skills.