Wealth Manager Job description Will be responsible for acquiring preferred clients HNI Ultra HNI To maintain client relationships and generate AUM Assets Under Management from preferred clients To advise HNI Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To coordinate with product and research team for taking investment decision for the clients To conduct and assist in organizing seminars workshops and other business development activities To achieve budgeted targets in terms of number of clients volume of business assets To research investigate and update themselves on available investment To contact clients periodically and determine if they are satisfied with the service and returns generated To review the clients investment needs to determine whether market changes life changes economic changes or financial performance indicate a need for portfolio reassessment Key products to be handled are - Portfolio Management Services Model Portfolio Mutual Funds Insurance Bonds Trading Equity and Commodities Currency Qualification CFP CFA MBA in Finance Marketing Experience 3 year experience in financial services Broking Company and Insurance sector Key Skills Should be an individual performer Handling a reasonable book size Pleasant personality and good communication skills Functional Area Marketing Job Type Full time Pay 328 130 60 - 500 000 00 per year

📌 Wealth Manager (Karnataka)
🏢 Kuber
📍 Karnataka