Wealth relationship manager

Location

Ahmedabad | India

Job description

Designation/Job Role: Wealth Relationship Manager

Job Location: Ahmedabad.

As a Wealth Manager, you will build, own, and manage relationships with investors looking to invest in financial securities.

Key Responsibilities & Accountabilities

• Financial Planning and Portfolio Services
• Responsible for end-to-end client management by following the financial planning process, living and embodying the company's core values of client centricity and empathy.
• Having fantastic, value-creating & memorable conversations with clients every single day!
• Responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options.
• Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions.
• Being a mentor, guide, counsellor and friend to your clients on their challenging journey towards long-term wealth creation.
• Managing investment portfolios and making people ready to meet their financial goals by following the financial planning process.
• To closely observe, evaluate and monitor the client positions and portfolio allocations and ensure that they fall within risk and advisory parameters laid down by Risk, Compliance and Research Teams.
• Being an advisor and not a salesperson.
• Driving AUM by deepening existing relationships and building new relationships on a self-sourced basis.
• Revenue Generation.
• Continuous learning, to be better equipped to face a varied range of investors.
• Being the Face of the company for the investors and the Voice of the investors.

Opportunity to work in multiple financial products

• Mutual Funds
• IPO
• Secondary Market
• Unlisted Equity
• International Equity
• Bonds/Fixed Income Securities
• Tax Advisory
• Insurance (Life & General)
• PMS & AIF

Required Education, Skill Set & Knowledge

• Graduate / Postgraduate – MBA Finance will have an advantage.
• Financial Advisory Experience of at least 1+ Years.
• Understanding basic investment and financial concepts is essential.
• Should be a self-starter and proactive approach.
• Relationship-building skills.

Remuneration

3-4 LPA

If interested, share your CV at [HIDDEN TEXT]

Job tags

Salary