Relationship Wealth Manager

Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets.

Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal.

Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products.

Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.

Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at MFL.

Build and maintain strong, long-term relationships with high-net-worth clients by understanding their financial goals, needs, and risk tolerance.

Role & responsibilities

Collaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies, and wealth preservation.

Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions.

Portfolio Management

Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives.

Evaluate clients' risk tolerance and ensure investment strategies align with their risk profiles while minimizing potential financial risks.

Adhere to all regulatory guidelines and compliance standards, ensuring that clients' investments comply with relevant laws and regulations

Self and stakeholder management

Provide regular performance reports to clients, detailing the performance of their portfolios, investment strategy adjustments, and progress toward financial goals.

Stay updated on financial products and services, including stocks, bonds, mutual funds, alternative investments, and insurance products, to provide informed recommendations.

Collaborate with other departments, such as legal, tax, and estate planning, to offer comprehensive financial solutions to clients.

Preferred candidate profile