Walk-in || Wealth Manager

Role & responsibilities

• The wealth manager will be responsible for bringing their existing clients (affluent and super affluent) and build the a strong client book.
• Maintaining client relationships and generate AUM from preferred clients.
• Advising affluent clients and their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
• Track the Affluent and super affluent client segment in the market for new client acquisition.
• To research investigate and update them on available investment opportunities/ financial market trade to determine whether they fit into clients portfolios.
• To coordinate with product and research team (Centralize CFP team) for taking investment decision for the clients.
• To conduct the assist in organizing seminars, workshops and other business development activities.

Preferred candidate profile

Minimum 6 months experience in handling HNI Relationships, sales and financial planning of HNI clients from BFSI sector with good business/market knowledge. Having experience of handling HNI client acquisitions and relationship management and service.

Desired skill set :

• Ability to inspire trust and confidence in clients.
• Ability to engage client in meaningful conversations about their finances and take active interest in their financial well being.
• A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
• Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients - thus generating insights for clients.
• Good oral and written communication skills with clarity of thought and speech and expression.
• Good interpersonal and analytical skills.