Wealth Manager

Wealth Manager

Job description:

- Will be responsible for acquiring preferred clients (HNI/Ultra HNI).

- To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.

- To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- To coordinate with product and research team for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities.

- To achieve budgeted targets in terms of number of clients/volume of business & assets.

- To research, investigate and update themselves on available investment.

- To contact clients periodically and determine if they are satisfied with the service and returns generated.

- To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.

- Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.

Qualification:

- CFP / CFA / MBA in Finance / Marketing

Experience:

- 2+ year experience in financial services/ Broking Company and Insurance sector

Key Skills:

- Should be an individual performer

- Handling a reasonable book size

- Pleasant personality and good communication skills.