Wealth Manager

Affluent Wealth Manager

We are seeking an experienced Wealth Manager to join our team, specializing in wealth products such as:

- Mutual Funds (Equity, Debt, Hybrid)

- Insurance (Life, Health, Unit Linked)

- Fixed Income Products (Fixed Deposits, Bonds)

- Other Investment Products (Alternative Investments, Real Estate Funds)

The successful candidate will be responsible for identifying and acquiring new clients, building relationships, and providing wealth management solutions to high net-worth individuals and families.

Key Responsibilities:

Client Acquisition and Relationship Management:

- Identify and acquire new clients for wealth products

- Build and maintain strong relationships with existing clients

- Provide exceptional client service and support

Wealth Product Sales and Distribution:

- Sell and distribute wealth products, including mutual funds, insurance, and other investment products

- Provide product knowledge and advice to clients

- Meet sales targets and revenue goals

Financial Planning and Advisory:

- Conduct financial needs analysis for clients

- Provide recommendations on wealth products to meet client goals

- Develop and implement financial plans for clients

Portfolio Review and Optimization:

- Review client portfolios and provide recommendations for optimization

- Ensure client portfolios are aligned with their financial goals and risk tolerance