Wealth Manager

Wealth Manager

• Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
• To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
• To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
• To coordinate with product and research team for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and other business development activities.
• To achieve budgeted targets in terms of number of clients/volume of business & assets.
• To research, investigate and update themselves on available investment.
• To contact clients periodically and determine if they are satisfied with the service and returns generated.
• To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.
• Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.

Qualification:

CFP / CFA / MBA in Finance / Marketing

Key Skills:

• Should be an individual performer
• Able to handle a reasonable book size
• Pleasant personality and good communication skills.

Functional Area:

Marketing