Wealth Manager

Urgent Hiring in Wealth Profile.

Location:

Client Relationship Management

• Cultivate and manage relationships with clients, understanding their financial objectives, risk tolerance, and investment preferences.
• Act as the main point of contact for clients, addressing their inquiries, providing regular updates, and ensuring a high level of client satisfaction.
• Deepen the relationship by Cross selling other financial Products- Mutual Funds, Equity, PMS, AIF and Services according to Customer Needs.
• Enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring accounts and retaining relationship.
  

Financial Planning

• Conduct comprehensive financial assessments for clients, identifying their financial needs, goals, and risk tolerance.
• Develop personalized financial plans and investment strategies to help clients achieve their objectives.
  

Product Advisory

• Provide advice on a range of wealth management products and services, including investment portfolios.
• Stay informed about market trends, economic developments, and regulatory changes that may impact clients' portfolios.
  

Portfolio Management

• Build and manage investment portfolios based on clients' risk profiles and financial objectives.
• Monitor and analyze portfolio performance, making adjustments as necessary to optimize returns and manage risks.
  

Business Development

• Identify and pursue opportunities to expand the client base through referrals,
  

• Collaborate with internal teams to cross-sell other financial products and services.
  

Compliance And Risk Management

• Ensure compliance with regulatory requirements and internal policies.
• Assess and manage risks associated with client portfolios and financial plans.
  

Desired Qualifications

Certifications Preferred

Overall Experience Required:

Location:

Reports to:

Salary Range :