Wealth Manager

• Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
• Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
• Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.
• Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
• Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.
• Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
• Collaborating with internal teams, to offer comprehensive financial solutions to clients.
• Helping the company meet its financial objectives through personalised financial planning.
• Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.

Job Types: Full-time, Permanent

Education:

• Bachelor's (Preferred)

Experience:

• Wealth manager: 1 year (Preferred)

Work Location: In person

Speak with the employer
+91 7479294933