Job Description

Looking For 4-8 years Wealth Manager Responsibilities:

• To prospect, acquire and retain clients
• To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients\xe2\x80\x99 portfolios
• To understand clients\xe2\x80\x99 needs & requirements and accordingly position products & services To coordinate with product and research team for taking investment decision for the clients
• To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client
• 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
• To provide various investment performance reports and summaries to the clients
• To build and maintain client bases, along with relevant comments/remarks for future reference
• To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.
• To conduct and assist in organizing seminars, workshops and other business development activities
• To prepare the MIS reports in the specified formats
• Having minimum book size of 25 to 50 crore
• Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), such as capital gains planning, estate planning, and risk management.

Requirement:

• An MBA in finance Degree holder or focused education in financial planning/wealth management
• Other qualifications like CFP will be an advantage
• 4 to 8 years of relevant work experience in the financial industry preferred

Behavioral Competencies:

• Positive attitude, socially effective, high level of perseverance and patience
• Assertive & hard working
• Result oriented
• Attention to detail

Technical Competencies: Good Analytical Skills . Drive buying decision . Proficient in Excel and PPT skills. Locations :- Bangalore, Hyderabad, Chennai, Coimbatore, Cochin, Noida, Meerut, Dehradun, Moradabad. Job Type: Full-time Salary: \xe2\x82\xb91,200,000.00 - \xe2\x82\xb91,500,000.00 per year Benefits:

• Health insurance
• Life insurance

Schedule:

• Day shift

Ability to commute/relocate:

• Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (Required)

Experience:

• total work: 4 years (Required)

Work Location: In person