Wealth Manager

Urgent Hiring in Wealth Profile.

Location:

Preffered Candidates From Stock Broking.

Role Responsibilities:

Client Relationship Management:

*Cultivate and manage relationships with clients, understanding their financial objectives, risk tolerance, and investment preferences.*Act as the main point of contact for clients, addressing their inquiries, providing regular updates, and ensuring a high level of client satisfaction.*Deepen the relationship by Cross selling other financial Products- Mutual Funds, Equity, PMS, AIF and Services according to Customer Needs.*Enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring accounts and retaining relationship.

Financial Planning:

*Conduct comprehensive financial assessments for clients, identifying their financial needs, goals, and risk tolerance.*Develop personalized financial plans and investment strategies to help clients achieve their objectives.

Product Advisory:

*Provide advice on a range of wealth management products and services, including investment portfolios.*Stay informed about market trends, economic developments, and regulatory changes that may impact clients' portfolios.

Portfolio Management:

*Build and manage investment portfolios based on clients' risk profiles and financial objectives.*Monitor and analyze portfolio performance, making adjustments as necessary to optimize returns and manage risks.Business Development:*Identify and pursue opportunities to expand the client base through referrals,networking, and other business development activities.*Collaborate with internal teams to cross-sell other financial products and services.

Compliance and Risk Management:

*Ensure compliance with regulatory requirements and internal policies.
*Assess and manage risks associated with client portfolios and financial plans.

Desired qualifications:

Certifications Preferred:

Overall Experience Required:

Interested candidate can share resume on consult.executivesearch@gmail.com or You Can connect us on +91 7703945182