Wealth Manager

You are a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds, and other Wealth Management Products. Your role involves developing and implementing customized financial plans for clients, focusing on equity, fixed income, and alternative investments. You will build and maintain strong client relationships by understanding their financial needs and providing regular portfolio updates. Providing strategic advice on stock market investments, including large-cap, growth, and undervalued stocks, is also part of your responsibilities. Additionally, staying updated on market trends, performing equity research, and assisting clients in making informed investment decisions are crucial tasks. You will collaborate with research teams and utilize technical platforms like Symphony XTS for seamless client portfolio management. Identifying and understanding client needs, risk profiles, and investment goals to develop customized financial strategies is essential. Executing transactions on behalf of clients, ensuring smooth trade settlements, and achieving sales targets for equity, mutual funds, and other wealth management products are key objectives. Educating clients about investment opportunities and ensuring transparency in all dealings are also part of your responsibilities. Moreover, ensuring compliance with industry regulations and company policies is vital. Qualifications: - Bachelor's degree in Finance, Economics, or related fields. ACFA or CFP certification is preferred. - Proven experience in wealth management or financial advisory roles within a stock broking firm. - Strong knowledge of equity markets, investment strategies, and portfolio management. - Excellent communication, relationship management, and negotiation skills. - Proficiency in financial analysis and trading platforms. - Ability to work independently and as part of a team in a fast-paced environment.,