Wealth Manager - North Zone

Job Title:

Wealth Manager

Reports To:

Team Leader

Location/s:

Noida/ Meerut/ Dehradun/ Jaipur/ Agra/ Ludhiana/ Chandigarh/ Amritsar

Role Summary:

Ifyouloveinteractingwithhigh-networthpeople,andmaintainingstronglong-termrelationships,thisis the position foryou!

The wealth manager is the ultimate face of the business as He / She is going to be the final point of contact with the client and would be responsible for acquiring high net worth relationships and managing & retaining such relationships by delivering the best standards of services. Incumbent would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice

Responsibilities:

§  Toprospect,acquireandretainclients

§  Toachievebudgetedtargetsintermsofnumberofclients/volumeofbusiness&assets.

§  To research, investigate and update themselves on available investment opportunities/financial market trend to determinewhethertheyfitintoclients’portfolios

§  Tounderstandclients’needs&requirementsandaccordinglypositionproducts&services

§  Tocoordinatewithproductandresearchteamfortakinginvestmentdecisionfortheclients

§  To recommend strategies clients can use to achieve their financial objectives, including specific recommendationsinsuchareasascashmanagement,insurancecoverageotherthaninvestment planningalsotoensureaone-pointrelationshipfortheclient

§  To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a needforportfolioreassessment

§  Toprovidevariousinvestmentperformancereportsandsummariestotheclients

§  Tobuildandmaintainclientbases,alongwithrelevantcomments/remarksforfuturereference

§  Toguideclientsinthegatheringofinformation/documentsrequiredsuchasbankaccountrecords, incometaxreturns,lifeanddisabilityinsurancerecords,pensionplaninformation,andwills,etc.

§  Toconductandassistinorganizingseminars,workshopsandotherbusinessdevelopmentactivities

§  TopreparetheMISreportsinthespecifiedformats

§  Having minimum book size of 25 to 50 crore

§  Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), such as capital gains planning, estate planning, and risk management.

Qualifications:

·         An MBA in finance Degree holder or focused education in financial planning/wealth management

·         Other qualifications like CFP will be an advantage

Professional Certifications:

NA

Years of Experience:

·      4 to 8 years of relevant work experience in the financial industry preferred

Behavioral Competencies:

·   Positive attitude, socially effective, high level of perseverance and patience

·   Assertive & hard working

·   Result oriented

·   Attention to detail