Branch Head - Wealth Advisor (8-15 yrs)
Branch Head role in Wealth
Opening for a Branch Manager Advisor- Wealth for leading Private Wealth MNC Organisation
Key job responsibilities
- Responsible for client acquisition and managing the overall client relationship
- Responsible for overall performance of the team and goal achievement
- Work closely with clients for creation and implementation of their financial plans
- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
- Prepare and interpret for client’s information such as investment performance reports, financial document summaries, and income projections.
- Research and investigate new investment opportunities to determine relevance for clients
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Sell financial products such as bonds, mutual funds, and insurance.
- Conduct seminars and workshops on financial planning topics
Candidate should be handling a team currently, should have a strong hands on experience in wealth management.
- CA/ CFP/ MBA with 8-15 years experience in financial services industry
- A deep understanding of the financial advisory business process
- Proven people, business and project leadership & negotiation experience
- Possesses strong knowledge of process development and management, strong sense of personal accountability, problem solving, and creativity, and excellent communication, relationship and organizational skills
- Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints.
Interested candidates please revert with their updated resumes at kirti.saxena@abcconsultants.in or may call at 9910846444 for further clarifications.
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