Wealth Manager

Company Description

At Team ACE HR, we believe in the power of collaboration and diversity of skills to create a successful team. Our goal is to foster a transformational culture where employees and employers can have value-driven conversations and work together towards shared success. We prioritize building strong relationships and delivering quality service without the need for a sales pitch, setting a benchmark in the industry.

Roles & Responsibility:

Wealth Relationship Manager (RM) job typically involves managing client relationships, providing investment advice, and assisting clients with wealth management needs. They also play a role in building and maintaining a team of financial advisors to drive sales of mutual fund products and achieve sales targets.

Key Responsibilities:

Client Relationship Management:

Building and maintaining strong relationships with clients, understanding their financial goals, and providing personalized investment strategies.

Investment Advice:

Offering sophisticated investment advice, conducting financial planning, and assisting clients with wealth management needs.

Sales and Business Development:

Driving sales of mutual fund products through a team of financial advisors, recruiting and managing the team, and achieving sales targets.

Team Management:

Recruiting, training, and managing a team of financial advisors, ensuring they meet sales targets and provide high-quality customer service.

Compliance:

Maintaining compliance with regulatory guidelines and ensuring adherence to ethical standards.

Financial Planning:

Assisting clients with financial planning needs, including retirement planning, estate planning, and tax planning.