Wealth Manager - Financial Services

Wealth Manager

Position : Wealth Manager

Location : Delhi & Mumbai.

About the Client :

- Our client is a Central Delhi based corporate part of a diversified Financial Services Group who bring together a comprehensive knowledge base with over two decades of experience to design customized solutions. The investment solutions cater to the financial needs of high net-worth individuals, retail clients, corporate houses and financial institutions.

- The key products are MF, Bonds, AIF, Unlisted shares, Trading - Equity, Commodities & Currency, in house Arbitrage strategy, MLD, Corporate FDs, Loans - Secured & Unsecured and Real Estate advisory.

Job Description :

- Will be responsible for acquiring Preferred clients (HNI/Ultra HNI).

- To Maintain client relationships and generate AUM from preferred clients.

- To Advise HNI/Ultra HNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients

- To coordinate with product and research team for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities.

- To achieve budgeted targets in terms of number of clients/volumes of business & assets.

- To research, investigate and update themselves on available investment

- To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment

Candidate Profile :

- Should have good communication and presentation skill.

- Experience : 6 - 12 years' experience in Wealth Management & Advisory

- Educational Qualifications : MBA/ PGDM

- Salary Range : Up to INR 25Lacs p.a.