Job Purpose- Core domain expertise have Sound knowledge of Wealth The objective of this role is to contribute to the team s efforts in delivering exceptional financial solutions and maintaining strong client relationships - As an Individual Contributor you will provide crucial support to Relationship Managers assisting in the execution of wealth management strategies and ensuring the seamless delivery of high-quality services to our valued clients - Your attention to detail analytical skills and passion for wealth management will be pivotal in driving client satisfaction and contributing to the team s overall success Main accountabilitiesClient Engagement and Relationship Management - Assist in raising funds from HNI UHNI clients with Technical Fundamental research for equities and advising the same to clients mapped to the wealth managers - Regular meetings with Active clients converting the dormant clients into active along with respective wealth manager - Regular regional visits for HNI client meetings seminars events - Send across research reports to current and prospective clients and assisting in writing quarterly client newsletters - Provide investment support education and guidance to clients prospects and Relationship Managers - Provide updates on investment opportunities to clients and Relationship Managers - Collaborate with internal teams to provide seamless and effective client support Market Research and Analysis - Maintain current knowledge of competitors investment capabilities product offerings and pricing policies - Conduct thorough research and analysis on investment products financial markets and economic trends to inform decision-making and enhance client portfolios - Stay informed about regulatory changes and industry best practices to ensure compliance and high-quality service delivery Financial Planning and Reporting - Assist in developing personalized financial plans taking into consideration clients unique goals risk tolerance and preferences - Prepare and deliver accurate and insightful financial reports investment summaries and performance reviews for client presentations Team Management- Collaborate with senior management to define team objectives and key performance indicators KPIs ensuring alignment with organizational goals Qualifications Experience- Minimum Degree Postgraduate Graduate in any discipline - Minimum Experience- 3-6 years of Experience ref updazz com