Senior Wealth Manager (3-5 yrs)

Senior Wealth Manager.

Location: Kolkata, Pune, Ahmedabad, Mumbai, Hyderabad, Bangalore, Chennai

Objectives of this role:

- Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance, and investment preferences.

- Conducting in-depth economic assessments to analyze clients' current financial situations and identify areas for growth and improvement.

- Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles.

- Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.

- Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and client's changing needs.

- Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.

- Collaborating with internal teams, such as tax advisors, legal professionals, and estate planners, to offer comprehensive financial solutions to clients.

- Staying updated with market trends, economic developments, and regulatory changes to provide accurate and timely advice to clients.

Responsibilities:

- Organise client meetings to discuss financial goals, risk tolerance, and investment preferences.

- Develop personalized wealth management strategies, including investment planning, portfolio allocation, and retirement planning.

- Monitor and review clients; financial progress regularly, ensuring alignment with their objectives and making adjustments.

- Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.

- Evaluate investment opportunities, considering factors like risk, return potential, and liquidity.

- Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.

- Create detailed financial plans, including cash flow projections, and tax optimization strategies.

- Monitor and review investment performance, conducting periodic portfolio rebalancing to align with client's objectives.

Experience: 3 - 5 years