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Retail Sales Executive (Wealth Manager) – Brokerage Firm

2 - 4 years

2 - 6 Lacs

Posted:9 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

As a Wealth Manager, you will be responsible for building and nurturing long-term relationships with High Net-Worth Individuals (HNI) and Ultra HNI clients. Your core objective will be to understand their financial goals and design personalized investment strategies to help them achieve their wealth management objectives.

Key Responsibilities

  • Establish and maintain strong relationships with HNI / Ultra HNI clients.
  • Understand clients financial goals, risk appetite, and investment preferences.
  • Conduct in-depth financial assessments to evaluate clients current financial standing and identify opportunities for improvement.
  • Develop tailored financial plans and investment strategies aligned with clients objectives and risk profiles.
  • Recommend suitable investment products including equities, bonds, mutual funds, and alternative investments, based on thorough market research and analysis.
  • Monitor and review investment portfolios regularly, adjusting strategies as market conditions and client needs evolve.
  • Provide ongoing financial advice and solutions, addressing client inquiries and ensuring proactive wealth management.
  • Collaborate with internal teams to deliver integrated and comprehensive financial solutions.
  • Support the company in achieving its financial targets through effective and personalized planning for clients.
  • Stay abreast of market trends, economic updates, and regulatory developments to offer timely and informed financial advice.

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Eureka Stock And Share Broking Services
Eureka Stock And Share Broking Services

Finance

N/A

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