Wealth Manager/Investment Specialist/Wealth Advisor - Investment Bank

About Client :

Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives.

Designation : Wealth Manager

Experience : 1 - 9 Years

Education : MBA - Finance

Locations: Across India

Preferred Industry: BFSI

Role Summary: 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 on 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 trend to determine whether they fit into clients portfolios

- To understand clients needs & requirements and accordingly position products & services To coordinate with product and research team for taking investment decision for the clients

- To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client

- To 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

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

- Should have managed a minimum book size of 25 to 50 crore .

Behavioral Competencies:

- Positive attitude, socially effective, high level of perseverance and patience

- Assertive & hard working

- Result oriented

- Attention to detail

Technical Competencies:

- Good Analytical Skills

- Drive buying decision

- Proficient in Excel and PPT skills