Job Title: Virtual Wealth Manager

Company Information :
SATCO Wealth Pvt Ltd. is a rapidly expanding boutique wealth firm with over 150 years of cumulative experience among senior management. The company specializes in wealth creation, preservation, protection, and transmission catering both domestic (Mumbai) and international (Dubai) clients.

Experience: 4-8 Years
Salary : 4 - 10 LPA
Location : Andheri ( East)
No. of Rounds: 2
Mode of Interview: F2F
Shift Timing: General Shift
Notice Period: Immediate Joiner

Responsibilities:
● Client Relationship Management: Develop and maintain strong, long-term relationships with clients through virtual channels, ensuring personalized and effective service delivery.
● Personalized Financial Planning: Create and implement tailored financial plans that align with clients' risk profiles, financial goals, and timelines, offering strategic advice on investments, retirement, and estate planning.




● InvestmentAdvisoryandPortfolioManagement:Provideexpertadviceonvariousinvestment products, monitor and rebalance portfolios, and optimize investment strategies to meet clients' financial objectives.
● Technological Proficiency: Utilize advanced digital tools, wealth management software, and virtual advisory platforms for client engagement, portfolio tracking, and financial analytics.
● ComplianceandRegulatoryKnowledge:Ensurealladvisoryservicescomplywithrelevant Indian financial regulations, including SEBI and RBI norms, while staying updated on market trends and product offerings.

Must have Skills:
● Financial Product, Market trend, Client portfolio
● Handled HNI clients
● Portfolio management
● Client relationship management
● Investment Advisory
● Financial planning, Cross-selling and Up-selling

📌 Virtual Wealth Manager (Mumbai)
🏢 Zyvka
📍 Mumbai