Wealth Manager

Looking candidate for wealth management role with one of well established brand name

Position; Wealth Manager

Job Location: Mumbai Qualification- Graduate/PG in relevant field

Experience: 10-20 years

Salary: 25-30% hike

Responsibilities:

- Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.

- Monitor financial market trends to ensure that client plans are responsive.

- Must ensure the growth of AUM / Book Size

- Responsible for achieving targets based on acquisition and revenue generation through investment products.

- Responsible for business development through acquisition of high net-worth clients.

- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

Routine

- Analyze client portfolios and make necessary suggestions.

- Recommend financial products.

- Responsible for identifying customer needs and assessing their risk appetite

- Provide regular updates to the immediate superior as and when required

- Create and enforce plans that will help meet the needs of the customer.

Educational Qualifications: Graduation / Post Graduation in any discipline

Experience: 9+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.

Average experience of 4+years-Inshort stable profile

Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform

Skills: IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)

Must have handled book size of 100cr.