Wealth Manager

Responsibilities:

• Build and manage relationships, identify, and cultivate potential leads. 
• Develop and implement financial plans to meet investment objectives and client goals, including asset allocation and diversification, portfolio analysis, product selection, and performance monitoring.
• Identify client needs and objectives, and suggest suitable investment options. 
• Introduce alternative Investment ideas and products. 
• Liaise with Service Managers to resolve client queries. 
• Building and maintaining strong relationships with clients, providing ongoing support and assistance. 
• Conducting regular reviews and feedback sessions with clients. 
• Maintaining a comprehensive database of client portfolios for periodic reviews and performance analysis. 
• Responsible for achieving overall objective. 
• Liaising with Financial Planners & Research Team for various client facing reports

Requirements:

• Master's degree in finance/Banking 
• 2- 4 year's experience in Wealth management and Client Management 
• Proficiency in MS Office and CRM systems 
• Strong ethics, with a client-oriented attitude 
• Outstanding communication skills, with the ability to foster long-term relationships 
• Must demonstrate strong attention to detail and excellent problem-solving abilities. 
• Proved to deliver and drive outstanding client experience (ideally in financial planning) and building lasting client relationships 
• Highly motivated and self-disciplined with the ability to work effectively and independently
• Ready to travel to Iritty