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Anish Handa

Managing Partner at Dimensions HRD Consultants

Last Login: 23 July 2024

Job Views:  
77
Applications:  35
Recruiter Actions:  15

Job Code

1411796

Relationship Manager - Wealth

7 - 22 Years.Mumbai
Posted 2 months ago
Posted 2 months ago

Job Profile:

- Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.

- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.

- Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.

- Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.

Your tasks:

- Organise client meetings to discuss financial goals, risk tolerance and investment preferences.

Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning.

- Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.

- Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.

- Evaluate investment opportunities, considering factors like risk, return potential and liquidity.

- Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.

- Create detailed financial plans, including cash flow projections, retirement planning, and tax optimisation strategies.

- Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives.

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Posted By

user_img

Anish Handa

Managing Partner at Dimensions HRD Consultants

Last Login: 23 July 2024

Job Views:  
77
Applications:  35
Recruiter Actions:  15

Job Code

1411796

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