Wealth Advisor

Looking candidatefor 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:

Analyse 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

Analyse 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.

o Educational Qualifications:Graduation / Post Graduation in any discipline

o 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

o 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.

Interested candidates are requested to share cv with below details

Current CTC

Expected CTC

Notice Period

Contact Shweta

9289781483

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