Wealth Advisor

Job Description

Looking candidatefor wealth management role with one of well established brand name Position- Wealth Manager Job Location- Mumbai Qualification- Graduate/PG in relevant field Experience- 10-20 years Salary- 25-30% hike Responsibilities: Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Routine Analyse client portfolios and make necessary suggestions. Recommend financial products. Responsible for identifying customer needs and assessing their risk appetite Provide regular updates to the immediate superior as and when required Create and enforce plans that will help meet the needs of the customer. o Educational Qualifications:Graduation / Post Graduation in any discipline o Experience: 9+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background. Average experience of 4+years-Inshort stable profile o Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform Skills:IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification) Must have handled book size of 100cr. Interested candidates are requested to share cv with below details Current CTC Expected CTC Notice Period Contact Shweta 9289781483 [HIDDEN TEXT] www.hrnotion.in