Hiring For AVP / VP - Wealth Manager

Objectives of this role

• Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.

• Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.

• Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.

• Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.

• Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.

• Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.

• Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients.

• Helping the company meet its financial objectives through personalised financial planning.

• Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.

Your tasks

• Organise client meetings to discuss financial goals, risk tolerance and investment preferences.

• Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning.

• Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.

• Evaluate investment opportunities, considering factors like risk, return potential and liquidity.

• Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.

• Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives.

• Collaborate with internal teams to coordinate complex financial transactions, such as estate transfers and charitable giving.

• Participate in industry conferences and seminars to expand knowledge and network with potential clients.

Preferred skills and qualifications

• A master's degree in finance, accounting, economics, or a related field.

• Experience in serving high-net-worth individuals and understanding their unique wealth management needs.

• Proven track record of achieving sales targets and building a successful client portfolio.

• Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously.

Share your Cv at milki.bisht@nlbtech.in