Ocean Finvest
Location
Ahmedabad | India
Job description
As a Wealth Manager, you will be responsible for building, owning, and managing 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 calling our social media-generated leads and identifying customer needs, assessing their risk appetite, and providing them with investment options. Helping 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 as laid down by Risk, Compliance and Research Teams. It is a desk work job only. 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 for the company. Required Education, Skill Set & Knowledge • Graduate / Postgraduate – MBA Finance will have an advantage. • Financial Advisory Experience of at least 2-3 Years. • Understanding of basic investment and financial concepts is essential. • Should be a self-starter and proactive approach. • Relationship-building skills. Remuneration 4 - 5 LPA Interested candidates can send their CV to [email protected]Job tags
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