Wealth Manager

About the job Role: - Wealth Manager To meet the defined targets through offering wealthproducts to HNI clients, while driving business development and client management. Roles & Responsibilities To provide clients a full range of wealthmanagement products, while building long term relationships with the clients. To help develop investment strategies for clients to help them achieve their financial goals, while offering advice and information on various investment solutions. Generate growth in AUM and revenue that will ensure delivery of the financial plan and achievement of business objectives through effective client acquisition and client portfolio management. Ensure proper advisory procedures and documentation while adhering to the internal policies, business processes and external regulatory requirements.

Key Job Requirements:

• Prior experience in advising on wealth management products is required.
• Strong knowledge of financial products and services is essential.

• - Ability to inspire trust and confidence in clients and team members.
• - Excellent oral and written communication skills with clarity of thought, speech, and expression.
• - Excellent interpersonal skills.
• - Good Analytical Skills.
• - Positive attitude, socially effective, high level of perseverance and patience.
• - Assertive & hardworking.
• - Result oriented.

• Mid-Senior level

• Wealth Management
• Finance