Posted By
Posted in
Banking & Finance
Job Code
1027935
Job Profile:
This job expects the Wealth Manager to develop and maintain a long-term relationship with clients by advising them on various wealth products. Identify the need of the customer and advise and manage client wealth portfolio accordingly. This individual should have a broad and deep understanding of wealth management practices and investment strategies.
Role Name: Preferred Relationship Manager
Education Qualification: Graduate/Post Graduate Specializing in Finance
Key Responsibilities:
- Advising Affluent & HNI clients on their Investments across a gamut of wealth products and managing their overall financial portfolio. Deepening the wallet from existing clients.
- Manage client portfolios, keeping client plans up-to-date. Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services across asset classes.
- Seek to establish a level of trust and confidence with the client so that any financial need can be addressed and solutions offered.
- Procuring the potential/target clients through networking, database, market analysis and references.
- Achieving financial goals and maintaining organization brand value.
- Ensure highest levels of customer service and experience to these HNI customers.
- Interact with clients to update them on research calls and advising on asset allocation within their financial portfolio and guide them on their investments.
What are we looking for?
- An ambitious, professional with high result orientation
- A team player who is adaptable and comfortable with fluid/dynamic environment
- High on energy with willingness to learn and contribute
- Fundamental knowledge in Finance with a keen interest in Financial Markets
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Posted By
Posted in
Banking & Finance
Job Code
1027935