Branch Head - Wealth Advisor

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.