Wealth Manager - Relationship Manger

Company Description

Founded in 1995, SPA Group has positioned itself as one of India’s leading financial advisory firms. We offer a comprehensive suite of solutions across various domains, including wealth management, insurance broking, investment banking, merchant banking, corporate finance, transaction advisory, and valuation services. Our commitment to professionalism and client-centric focus has earned us the trust of prominent corporations, family enterprises, high-net-worth individuals, financial institutions, and government agencies.

Role Description : Sales

This is a full-time on-site role for a Wealth Manager - Relationship Manager located in Mumbai. The Relationship Manager will be responsible for getting new clients and providing financial planning and investment management services, advising clients on investment opportunities, managing client relationships, and ensuring that clients achieve their financial goals. The role also includes evaluating clients' insurance needs and providing appropriate solutions.

Qualifications

• Financial Planning and Finance skills
• Investment Management and Investments skills
• Insurance knowledge and expertise
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Relevant certifications or licenses in finance or investment management are a plus
• Experience in the financial services industry is beneficial