Hiring For senior wealth manager

Job Description

• Acquisition of new client & Dealing with Existing client.
• Assessment of Current Portfolio of client
• Provide & Develop solution & suggest schemes to client based upon there goals & Requirement
• Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
• Achieve financial goals of the clients through various product line.
• Update and cross sell products to existing clients and update them about the primary and secondary market trends.

Desired Candidate should have:

Product Knowledge – have a detailed knowledge of all products related to Life Insurance, general

insurance, fixed income, mutual funds, etc.Role & responsibilities

Preferred candidate profile

Perks and benefits