Designation: Wealth Manager Reports To: Team Leader Locations: Across India Role Summary: If you love interacting with high-net-worth people and maintaining strong long-term relationships, this is the position for you! The wealth manager is the ultimate face of the business as He / She is going to be the final point of contact with the client and would be responsible for acquiring high-net-worth relationships and managing & retaining such relationships by delivering the best standards of services. Incumbent would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute the right advice. Responsibilities: To prospect, acquire, and retain clients To achieve budgeted targets in terms of number of clients/volume of business & assets. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios To understand client's needs & requirements and accordingly, position products & services To coordinate with product and research teams for making investment decisions for the clients To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, and insurance coverage other than investment planning also to ensure a one-point relationship for the client Contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment To provide various investment performance reports and summaries to the clients To build and maintain client bases, along with relevant comments/remarks for future reference To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc. To conduct and assist in organizing seminars, workshops, and other business development activities To prepare the MIS reports in the specified formats Having a minimum book size of 25 to 50 crore Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), such as capital gains planning, estate planning, and risk management. Requirement: - An MBA in finance Degree holder or focused education in financial planning/wealth management - Other qualifications like CFP will be an advantage - 4 to 8 years of relevant work experience in the financial industry preferred Behavioral Competencies: - Positive attitude, socially effective, high level of perseverance and patience - Assertive & hardworking - Result oriented - Attention to detail Technical Competencies: - Good Analytical Skills - Drive buying decision - Proficient in Excel and PPT skills

Anywhere in India/Multiple Locations

Wealth Manager - Banking 

Job Description for Wealth Manager - Banking  in Hireginie Talent Cloud Pvt Ltd in  Anywhere in India/Multiple Locations for (4-8) years of experience. Apply Now!