Wealth Manager - Financial Services

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