Wealth Manager - BFSI

Job description

- Prospect & acquire new client relationship (UHNIs, family offices, corporates) through various channels sources, existing client referrals, cold calling & other client engagement activities.

- Advise clients on building portfolios based on various products and solutions across asset classes - MF, PE, Structured Products, Insurance, PMS, etc

- Prepare and interpret for clients information such as investment performance reports, financial document summaries, income projections and proactively rebalancing their portfolios to match their required asset allocation.

- Constantly monitor and review client portfolios based on timely analysis of market dynamics.

- Ensuring regular availability of Research material and inputs to the client.

- Service existing clients with the support of client servicing team.

- A good part of the job is largely tailored around client requirement - this could be a mix of pitching investment ideas/ advising with the support of research analysts and CIO for bespoke requests.

- Ability to advice clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Have successfully build and generated new business across a large set of client base

- Has demonstrated on developing deep and strong client relationship and has the ability to maintain high level of retention RESEARCH AND PRODUCT KNOWLEDGE

- Should be on top of current affairs, market developments and should always keep abreast with market knowledge and market intelligence.

- Should be proficient with knowledge of capital markets as well as third party products such as MF, PMS, Insurance etc.

- Should coordinate with research team and wealth products team and advise client basis intelligent analysis of facts

- To read, research and update themselves on available investment opportunities in the market. COMPLIANCE

- Responsible to ensure all activities are in adherence as per Compliance framework

- NISM Certification