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Jobs in kanpur
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WOW Softech
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Wealth Manager

Wealth Manager

4 - 9 years

|

25 - 35 Lacs

kanpur pune lucknow

Posted:1 day ago| Platform:

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Skills Required

wealth management private banking hni client handling investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities

Client Relationship Management:
Building and maintaining strong, long-term relationships with clients through regular communication to understand their evolving needs.
Customized Solutions:
Offering tailored wealth management, family office, estate planning, and lending solutions based on a holistic view of the client's financial situation and goals.
Investment Advisory:
Providing unbiased, thoroughly researched advice on investment products across various asset classes, including mutual funds, alternative investments (AIFs), private equity, and real estate.
Business Development:
Ensuring growth in "wallet share" of existing customers and onboarding new clients by offering comprehensive, 360-degree solutions.
Strategic Planning:
Assisting clients with complex needs like pre-IPO planning, succession planning for family businesses, and navigating tax implications.
Collaboration:
Working with internal teams, such as fund managers and product experts, to deliver an integrated and seamless client experience.

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