Job Title €“ Wealth Manager
Experience: +3years experience in Wealth Sales
Location: Jaipur
Role & Responsibilities
1) Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
2) Maintain solid client relationships and generate AUM from the assigned portfolio.
3) To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
4) To coordinate with product and research team for taking investment decision for the clients.
5) To conduct and assist in organizing seminars, workshops and other business development activities.
6) To achieve budgeted targets in terms of number of clients/volume of business & assets.
7) To research, investigate and update themselves on available investment.
8) To contact clients periodically and determine if they are satisfied with the service and returns generated.
9) To review the clients investment needs to determine whether market changes, life changes, economic changes,
or financial performance indicate a need for portfolio reassessment.
10) Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.
Qualification & Skills:
1) CFP / CFA / MBA in Finance / Marketing
2) Should be an individual performer
3) Pleasant personality and good communication skills.
4) Strong HNI client handling experience
5) Ability to work as an individual performer
6) Capability to manage a reasonable AUM book size
7) Excellent communication and relationship management skills
8) Target-driven and result-oriented personality