Wealth Manager

Job Description

Company Description Alpha Square is a Wealth Management Boutique Firm which deals in Various Investment Products. Company website www.alphasquarewealth.com PLEASE NOTE THAT THIS JOB ROLE IS TO MEET WITH HNIs and ULTRA HNIs and design a portfolio - model portfolio for them to meet their financial goals . Role Description This is a full-time role for a Wealth Manager at ALPHA SQUARE ACADEMY located in Hyderabad. The Wealth Manager will be responsible for providing financial planning, investment management, and insurance services to clients. The role is on site and hybrid mode. As a Wealth Manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio- building experience. You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans etc. You also counsel them what is their short term and long term goals. Keep track of the client's portfolio and monitor the various market fluctuation to ensure there is minimal threat of risks or losses. increase client database by meeting new clients and taking references from the existing ones and hence build AUM. Make changes and modifications to the investment according to the lifestyle and financial changes that occur in the client's life. Location - Hyderabad Knowledge Product Knowledge- Have a detailed knowledge of all the products related to Mutual Fund, Stocks PMS, Life Insurance, General Insurance, AIF, REIIT etc. Qualifications ANY GRADUATE / POST GRADUTE/ FRESHERS, LOOKING FOR INTERN CAN APPLY ALSO CTC as per the industry standard upto 12 lakhs . Joining Gift Hamper+ Yearly Bonus+ Highest Incentive, Travelling Reimbursement, Foreign Trips Industry : Financial Services Employment Type Full-time Show more Show less