Job Description

Senior Manager - WealthAlert from 4S Advisory (www.4sadvisory.com)Urgent Requirement for a Wealth and Asset Management companyPosition: Senior Wealth ManagerLocation: Chennai/CoimbatoreQualification: Bachelor\'s/Master\'s in Finance, Economics, Business, or a related fieldExperience: 12+ YearsTimings: 9 am to 6 pmMon - FriWho We Are:We are a Wealth & Asset Management company that focuses on building customized and value-based solutions for clients, built ground up by a team with a strong experience of hand-holding clients across multiple market cycles.We offer PMS and equity broking services to individuals, family offices and institutions backed by cutting-edge technology and advanced research and planning tools.Who We Are Looking for:We are seeking a highly motivated and experienced Senior Wealth Manager to join our Wealth Management team. As a Sr. Wealth Manager, you will play a critical role in providing personalized financial planning and investment advisory services to high-net-worth clients. Your expertise in financial analysis, investment strategies, and client relationship management will be essential in helping our clients achieve their financial goals and objectives.Responsibilities:Client Relationship Management:- Build and nurture strong, lasting relationships with high-net-worth clients. Understand clients\' financial goals, risk tolerance, and investment preferences.- Conduct regular meetings to review and adjust financial plans based on clients\' changing circumstances.Financial Analysis and Planning:- Gather and analyze financial information to create comprehensive financial plans for clients.- Develop customized investment strategies tailored to each client\'s objectives and risk profile.- Provide advice on retirement planning, tax optimization, estate planning, and other financial matters.Investment Advisory:- Recommend appropriate investment products and strategies aligned with clients\' goals.- Monitor and review clients\' investment portfolios, making necessary adjustments to ensure alignment with market conditions and changing objectives.- Stay informed about market trends, economic indicators, and investment opportunities.Portfolio Management:- Implement and manage diversified investment portfolios across various asset classes.- Balance risk and return by selecting suitable investment vehicles and adjusting allocations as needed.- Ensure compliance with regulatory guidelines and internal investment policies.Financial Education:- Educate clients about investment principles, market dynamics, and the rationale behind recommended strategies.- Provide clear explanations of financial concepts to enhance clients\' understanding of their financial plans.Collaborative Teamwork:- Collaborate with internal teams, including tax specialists, estate planners, and legal advisors, to provide holistic wealth management solutions to clients.- Share insights and market updates with colleagues to foster a culture of continuous learning.Performance Tracking and Reporting: Monitor the performance of clients\' investment portfolios and provide regular performance reports. Proactively address any discrepancies or underperforming assets.Qualifications & Key Skills:- We are looking for someone passionate & those with the attitude to be an entrepreneur mind-set.- Bachelor\'s degree in Finance, Economics, Business, or a related field. Master\'s degree or CFP designation is a plus.- Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios.- Strong knowledge of financial markets, investment products, and wealth management strategies.- Excellent communication and interpersonal skills to establish trust and rapport with clients.- Analytical mind set with the ability to interpret complex financial data and market trends.- Familiarity with relevant regulations and compliance standards.- Exceptional attention to detail, organization, and time management skills.- Ability to adapt to changing market conditions and client needs.

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