Wealth Manager

Position: Wealth Manager

Experience: 5+ Years

Job Type: Full-time

Location: Mangalore 5 days working.

Timings: 9 AM to 6 PM

Who We Are:

We are a Wealth & Asset Management company that focuses on building customised and value based solutions for clients, built ground up by a team with a strong experience of hand-holding clients across multiple market cycles.

We offer PMS and equity broking services to individuals, family offices and institutions backed by cutting-edge technology and advanced research and planning tools.

Who We Are Looking for:

We are seeking a highly motivated and experienced Senior Wealth Manager to join our Wealth Management team. As a Sr. Wealth Manager, you will play a critical role in providing personalized financial planning and investment advisory services to high-net-worth clients. Your expertise in financial analysis, investment strategies, and client relationship management will be essential in helping our clients achieve their financial goals and objectives.

Responsibilities:

- Client Relationship Management: Build and nurture strong, lasting relationships with high net-worth clients.

- Understand clients' financial goals, risk tolerance, and investment preferences.

- Conduct regular meetings to review and adjust financial plans based on clients' changing circumstances.

- Financial Analysis and Planning: Gather and analyse financial information to create comprehensive financial plans for clients.

- Develop customized investment strategies tailored to each client's objectives and risk profile.

- Provide advice on retirement planning, tax optimization, estate planning, and other financial matters.

- Investment Advisory: Recommend appropriate investment products and strategies aligned with clients' goals.

- Monitor and review clients' investment portfolios, making necessary adjustments to ensure alignment with market conditions and changing objectives.

- Stay informed about market trends, economic indicators, and investment opportunities.

- Portfolio Management: Implement and manage diversified investment portfolios across

various asset classes.

- Balance risk and return by selecting suitable investment vehicles and adjusting allocations as needed.

- Ensure compliance with regulatory guidelines and internal investment policies.

- Financial Education: Educate clients about investment principles, market dynamics, and the rationale behind recommended strategies.

- Provide clear explanations of financial concepts to enhance clients' understanding of their financial plans.

- Collaborative Teamwork: Collaborate with internal teams, including tax specialists, estate planners, and legal advisors, to provide holistic wealth management solutions to clients.

- Share insights and market updates with colleagues to foster a culture of continuous learning.

- Performance Tracking and Reporting: Monitor the performance of clients' investment portfolios and provide regular performance reports.

- Proactively address any discrepancies or underperforming assets.

Qualifications & Key Skills:

- We are looking for someone passionate & those with the attitude to be an entrepreneur mind-set.

- Bachelor's/Masters degree in Finance, Economics, Business, or a related field. Master's degree or CFP designation is a plus.

- Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios.

- Strong knowledge of financial markets, investment products, and wealth management strategies.

- Excellent communication and interpersonal skills to establish trust and rapport with clients.

- Analytical mind set with the ability to interpret complex financial data and market trends.

- Familiarity with relevant regulations and compliance standards.

- Exceptional attention to detail, organization, and time management skills.

- Ability to adapt to changing market conditions and client needs.