Wealth Manager

Job Description

Job Description of Wealth Relationship Manager Job Location: Bhopal As a Wealth Manager, you will be responsible for building, owning, and managing relationships with investors looking to invest in financial securities. Key Responsibilities & Accountabilities • Financial Planning and Portfolio Services • Responsible for end to end client management by following the financial planning process, living and embodying the company’s core values of client centricity and empathy. • Having fantastic, value creating & memorable conversations with clients every single day! • Responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options. • Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions. • Being a mentor, guide, counsellor and friend to your clients on their challenging journey towards long term wealth creation. • Managing investment portfolios and making people ready to meet their financial goals by following the financial planning process. • To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams. • Being an advisor and not a sales person. • Driving AUM by deepening existing relationships and building new relationships on self-source basis. • Revenue Generation. • Continuous learning, to be better equipped to face varied range of investors. • Being the Face of the company for the investors, and the Voice of the investors for the company. Opportunity to work in multiple financial products • Mutual Funds • IPO • Secondary Market • Unlisted Equity • International Equity • Bonds/Fixed Income Securities • Tax Advisory • Insurance (Life & General) • PMS & AIF Required Education, Skill Set & Knowledge • Graduate / Post graduate – MBA Finance will have an advantage. • Financial Advisory Experience of at least 1-3 Years. • Understanding of basic investment and financial concepts is essential. • Should be a self-starter and proactive approach. • Relationship-building skills. Remuneration As per industry standards and work experience. Show more Show less