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For Employers

Wealth Manager

Jharna Financial Services

0 - 31 years

3 - 11 Lacs

barasat

Posted:3 days ago| Platform: Apna logo

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Skills Required

management risk portfolio monitoring compliance planning transactions communication presentation negotiation excel crm analysis finance certifications compensation

Work Mode

On-site

Job Type

Part Time

Job Description

Job Responsibilities :Acquire and manage high-net-worth and retail clients for wealth management services Understand clients’ financial goals and risk profiles to provide suitable investment solutions Advise clients on financial products such as Mutual Funds, Insurance, Fixed Deposits, Bonds, PMS, and other investment instruments Build long-term relationships through regular reviews and portfolio monitoring Ensure compliance with regulatory and company policies Achieve revenue and AUM (Assets Under Management) targets Conduct client meetings, presentations, and financial planning discussions Coordinate with internal teams for smooth execution of client transactions Required Skills & Qualifications: Strong knowledge of financial markets and investment products Excellent communication, presentation, and relationship management skills Ability to understand client needs and provide customized solutions Goal-oriented with strong sales and negotiation abilities Proficiency in MS Excel, CRM tools, and basic financial analysis Qualifications: Graduate / Postgraduate in Finance, Commerce, or related field Relevant certifications (AMFI, IRDA, NISM) will be an added advantage Preferred Candidate Profile: Experience in wealth management, relationship management, or financial advisory roles Client-focused with high ethical standards Self-motivated and capable of working independently Compensation: Fixed Salary + Performance-based Incentives Growth opportunities within the organization

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Wealth Manager