POSITION OVERVIEW:

We are seeking a dynamic and experienced Wealth Manager to join our team. The ideal candidate shall possess a strong background in finance, investment management, and client relationship management.

KEY RESPONSIBILITIES AND JOB DESCRIPTION:

AT MANY INDUSTRIES, WEALTH MANAGER ROLES DIFFERENT DEPENDING UPON INDUSTRY. HERE IN OUR COMPANY, THE JOB ROLE OF A WEALTH MANAGER IS AS NAME DEFINES-

“JUST MANAGE THE WEALTH”

WE ARE HAVING A CLIENT BASE OF 10,000+ WHERE WE ARE PROVIDING THE FINANCIAL SERVICES.AND WEALTH MANAGERS NEED TO HANDLE THESE:

 You need to manage the existing clients- providing them the guidance related to-

switching their current portfolio into new investment opportunity.

guide them in exiting the old & switch to the new investment.

guide them to top-up their investment, when finance market is in such a position.

analyse the client financial goals, risk to learn, return preference and investment horizon and suggest them accordingly.

Schedule a telephonic conversation, video conference / call or physical meeting so as to make investor aware about your offerings.

 Prepare and analyse the restructuring portfolio report, which would help them in better understanding.

Arrange various knowledge sessions such as seminars, webinars which could make them aware about the various strategies and opportunities.

Building b2b relation with our business partners and motivating them for their future business