Manager Client Relations & acquisition - Investments

We're looking for a Wealth Manager to join our team at The Policy Exchange. As a Wealth Manager, you will be responsible for providing comprehensive wealth management solutions to high net-worth individuals and corporate clients. You will work closely with our team to understand client needs, develop tailored financial plans, and offer investment and insurance products to help clients achieve their financial goals.

*Key Responsibilities:*

1. Client Relationship Management:

- Build and maintain strong relationships with existing and potential clients.

- Understand client financial goals, risk tolerance, and investment preferences.

2. Financial Planning and Wealth Management:

- Develop comprehensive financial plans for clients, including investment strategies, retirement planning, tax planning, and risk management.

- Offer insurance products (life, health, property) as part of the overall wealth management strategy.

3. Investment and Insurance Product Knowledge:

- Stay up-to-date on various investment products (e.g., mutual funds, stocks, bonds) and insurance products (e.g., life, health, property).

- Recommend suitable products to clients based on their financial goals and risk tolerance.

4. Portfolio Management:

- Monitor and review client portfolios regularly to ensure alignment with their financial goals.

- Make adjustments to portfolios as needed to optimize performance.

5. Business Development:

- Identify new business opportunities and generate leads through networking, referrals, and other channels.

- Collaborate with the sales team to achieve business targets.

*Requirements:*

- 1-2 years of experience in the insurance sector, preferably with a focus on wealth management or financial planning.

- Strong understanding of financial markets, investment products, and insurance products.

- Excellent communication and relationship-building skills.

- Ability to work independently and as part of a team.

- Strong analytical and problem-solving skills.

- Relevant certifications (e.g., CFP, AMFI) or designations are a plus.

*What We Offer:*

- Competitive salary and benefits package

- Opportunity to work with a dynamic team and grow professionally

- Continuous learning and development opportunities

If you're a motivated and client-focused individual with a passion for wealth management and insurance, we'd love to hear from you!