Graduate Degree in Finance, Management, or related field with minimum 1 years of experience. - He / She would be responsible for offering financial advice and services that will assist clients in their financial endeavors.
- Advising clients on financial products and services . - Must have experience in Financial Services.
- Prospect, acquire and retain clients. - To be successful as a Wealth Manager, candidates should have the ability to explain complex information, be confident, and have good sales and negotiation skills.
- Understand clients needs & requirements and accordingly position products & services- Coordinate with product and research team for taking investment decision for the clients- Provide various investment performance reports and summaries to the clients- Build and maintain client bases, along with relevant comments/remarks for future reference- Guide clients in the gathering of information/documents.- Recommend strategies to clients to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client - Achieve budgeted targets in terms of number of clients/volume of business & assets.
- Must be analytical.- Able to understand complex information.- Good presentation skills & Confidence.- Good experience in Wealth management.

More Jobs at CONVOCARE HR & COUNSELLING SERVICES LLP

Wealth Manager

hyderabad

1.0 - 1.0 yrs

INR 0 - 0 Lacs

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Wealth Manager