Wealth Manager - BFSI

The person in this role will be front face of the organization being responsible for contributing to the top-line by developing advisory relationships by proactively acquiring HNI clients and providing them with integrated financial services

Position - Individual role (RM)

B.Com/ MBA/ CA/ CFA

Responsibilities:

- Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc

- Generate leads and develop prospects, network to identify referrals to new clients

- Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan

- Identify and execute on new business opportunities with existing clients

- Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions