Wealth Manager

We are a leading Premium Wealth Management Company set up to cater to HNIs, Ultra HNIs and Family Offices keeping in mind that they require a different kind of Wealth Management.

Responsibilities :

1. Procuring the potential/target clients through networking, database, market analysis, callings and references.

2. Will be responsible for acquiring preferred clients (HNI/Ultra HNI).

3. To Advise HNI/Ultra HNI clients on their investments and managing their overall financial portfolio.

4. Seek to establish a level of trust and confidence with the client so that any financial need can be addressed and solutions offered.

5. Achieving financial goals, revenue targets and maintaining organization brand value.

6. To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.

Requirements :

1. Minimum 2+years of experience in Wealth Management industry.

2. Bachleor Degree or more in commerce /finance/economics/management, or related field.

3. Quality lead generation by ones own self

4. Strong communication, excellent presentation, interpersonal skills and confident.

5. Educate investors about Wealth Management.