Wealth Manager - Wealth Management Firm

Job Role: Wealth Manager

Location: North (Delhi, Lucknow, Jaipur, Chandigarh) & South (Bangalore)

Preferred Industry : Wealth Management & Banking

Budget - 20 lacs - 50 lacs

About Company - Leading Wealth Management Company in India.

Job Description:

- Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.

- Monitor financial market trends to ensure that client plans are responsive.

- Must ensure the growth of AUM/Book Size

- Responsible for achieving targets based on acquisition and revenue generation through investment products.

- Responsible for business development through acquisition of high net-worth clients.

- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

- Analyze client portfolios and make necessary suggestions.

- Recommend financial products.

- Responsible for identifying customer needs and assessing their risk appetite

- Provide regular updates to the immediate superior as and when required

- Create and enforce plans that will help meet the needs of the customer.

Desired Candidate:

- Good amount of experience in Wealth management and Portfolio Management.

- Should be well versed in Wealth products i.e. MF, PMS, AIF, Demat Assets, structured product.

- Must have managed large portfolio (100Cr. AUM+) of HNI/Ultra HNI clients.