The Wealth Manager will be responsible for the promotion,
development and handling of client relationships related to financial
planning, wealth management, tax planning.
The capacity utilization of an SRM will be as follows:
Acquisition of current client by moving into the market -60%
Handling of portfolio and create recent references from the client -30%
In house training for operational and technical issues -10%
KRA:-
Manage Client Portfolio
Create Leads Pipeline
Arrange Participants for Events with the support of his Team
Acquire Clients from Leads provided by System
Stay Updated of Financial Market Events
Understand Financial Planning, Wealth Management, Tax Planning
Experience