Website Synergy HR Consultancy
Wealth Manager – Pan India – Leading NBFC
Responsibilities:
– Providing financial advice and implementing financial planning recommendations for high net worth/ ultra / VVIP clients.
– Candidate will be responsible for building AUM in products like Mutual Funds – Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities.
– Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment.
– Buying & selling stock research to the client.
– Managing investments.
– Building client relationships and actively engaging in client acquisition.
– Addressing client needs through product Solutions.
– Assuring service quality and client satisfaction.
– Complying with all company policies and procedures.
– Maintaining current knowledge of wealth products solutions.
– Responsible for the sales, advisory and management of wealth management client portfolio.
– We are looking at self-driven professional who have prior experience working with HNI/ Entrepreneurs and large promoter families of the country.
– You should have ample experience in the wealth management space or should have strong connects and relationship with the relevant client pool.
– You will be working with a highly motivated and productive team which has been a trendsetter in the Wealth management space.
– This is a standalone positions, no team will be provided.
To apply for this job please visit www.iimjobs.com.
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