Job Description

Job Title: Wealth Manager
Location: Noida, Delhi NCR
JOB DESCRIPTION:
The Wealth Advisor must have knowledge of mutual funds serves as the firm’s primary point of contact for a select group of clients and is instrumental in introducing new business development opportunities to the firm. In this critically important role you will manage client relationships, providing sound financial planning advice and counsel and work closely with all members of the Madison team to exceed client expectations. You will be expected to help grow business by efficiently using your time with clients, prospective clients, centers of influence and community involvement, making an invaluable contribution of our firm.
DUTIES AND RESPONSIBILITIES:
? Develop new clients and manage existing client relationships, including ongoing regular
? client contact and communications
? Actively participate in the development of new business and networking opportunities
? Implementation of financial plans including coordination of estate, insurance and tax strategies
? Work with the firm’s portfolio management team to incorporate clients’ investment strategies with their planning objectives
? Must demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources
Qualifications:
? MBA from an accredited college or, NSIM-VA,5A, CFP any of these candidatese can apply.
? Minimum 0.6-3 years experience in Mutual Funds financial advisory services with demonstrated
? ability to develop and manage existing client relationships and develop new business opportunities
? A self-motivated, highly driven and entrepreneurial personality
? Proven ability to network with prospective client and centers of influence
? Possess active listening and critical thinking skills
? Client first attitude
? A team player, with strong coaching and leadership skills
? Desire/ability to work successfully in an intimate, fast-growing, entrepreneurial company
Job Type: Full-time

Skills Required