FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory platform (web & mobile) that offers Wealth Advisory, Retirement Planning and Tax planning solutions followed by investment execution to complete the entire circle. Committed to driving transformative change, we take pride in being among the early adopters of technology-driven wealth management solutions in the Indian financial landscape. Originally incubated in Mumbai, we have presence in Mumbai, New Delhi. Recently opened an office in Dubai to service the growing global diaspora of NRIs and provide them world-class fee based advisory and global wealth management solutions. www.fintoo.in - We are seeking an experienced and client-focused Wealth Manager to join our Wealth Management team. - The ideal candidate will be responsible for managing High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients, understanding their financial goals, and providing customized investment and banking solutions. - As a Wealth Manager, you will play a key role in driving portfolio growth, delivering strategic financial advice, and ensuring exceptional client service Job Description: - We are seeking a dynamic and experienced individual to join our team in Private Wealth Management. - The ideal candidate will be responsible for acquiring and advising High Net Worth Individuals (HNIs), maintaining client relationships, generating Assets under Management (AUM), providing investment advice, and participating in business development activities to expand the client base. - Your main job is to help people understand FINTOOs Portfolio Management Service in various Financial Products. You'll be guiding clients to make good investment choices, and then you'll need to get them to become FINTOO's clients. What you will work on: (Financial Products): - You get potential clients where you will have to review clients portfolio holdings and give your expert suggestions on if their holdings is aligned with the market . - Interact and convert these high-intent clients into investing in our portfolio products. - Have good knowledge of the overall markets and use those points in your conversations with clients. - Evaluate customer requirements and asset distribution, and actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives. - Showcase FINTOO's portfolio management approach of fund selection, investment strategies, risk management and guide them on future investments. - Maintain good relationships with your existing clients for investing more into different products which we offer. What we expect: - Excellent communication skills - Must be able to articulate complex topics seamlessly to clients. - High ownership and strong stakeholder management skills (both internal and external) - Thorough knowledge of financial products like mutual fund, stocks, bonds and portfolio management service - Must have high ownership on performance - Proficient in MS-Excel - Prior experience preferred in sales, financial services or banks

Mumbai

Fintoo - Senior Wealth Manager 

Job Description for Fintoo - Senior Wealth Manager  in Fintoo in  Mumbai for (5-12) years of experience. Apply Now!