Manager - Wealth Management - Construction/Real Estate

Manager Wealth Management with leading brand.

We have a job opening for a Manager Wealth Management with leading brand.

Location: Mumbai

Experience : 4 to 7 yrs

Qualification: B. Com or MBA

Job Profile:

- Help company to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.

- Answer questions about the purposes and details of financial plans and strategies.

- Recommend to company strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

- Analyze financial information obtained from company to determine strategies for meeting clients' financial objectives.

- Implement financial planning recommendations

- Manage company's portfolios, keeping company's plans up-to-date.

- Consult company's promoters periodically to determine any changes in their financial status.

- Investigate available investment opportunities to determine compatibility with company's financial plans.

- Monitor financial market trends to ensure that company plans are responsive.

- Recommend financial products, such as stocks, bonds, mutual funds, or insurance.

- Meet with company's other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.

- Devise debt liquidation plans that include payoff priorities and timelines.

If interested please share your CV

Shekhar Rane

Avenues Consulting