Wealth Manager - Investment Advisory Services

Wealth Manager

Job description:

Roles and Responsibilities :

- Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients through effective communication, relationship building, and sales strategies.

- Provide investment advisory services to HNI clients by analyzing their financial goals and risk tolerance to recommend suitable mutual fund products.

- Develop and maintain strong relationships with existing HNI clients to increase asset under management (AUM) growth through cross-selling of mutual funds and other financial products.

- Identify potential opportunities for resource mobilization from HNI networks and leverage them to expand the client base.

- Collaborate with internal teams such as Sales, Marketing, Operations, etc. to ensure seamless delivery of services to high net worth individuals.

Job Requirements :

- Strong understanding of finance concepts including SIPs, Mutual Funds, Investment Advisory Services.

- Excellent communication skills for effective relationship-building with HNI clients.

- Ability to work independently with minimal supervision while meeting targets set by the organization.