Wealth Manager (5-12 yrs)

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 analyse clients' current financial situations and identify areas for growth and improvement.

- Developing personalised 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 clients' 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.

- Helping the company meet its financial objectives through personalised financial planning.

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

Your tasks

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

- Develop personalised 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, retirement planning, and tax optimisation strategies.

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

- Collaborate with internal teams to coordinate complex financial transactions, such as estate transfers and charitable giving.

- Participate in industry conferences and seminars to expand knowledge and network with potential clients.

Required skills and qualifications

- BA bachelor's degree in finance, economics, business administration or a related field.

- 5+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.

- Understanding of financial markets, investment products, and wealth management principles.

- Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.

- Experience in serving high-net-worth individuals and understanding their unique wealth management needs.

- Excellent interpersonal skills and the ability to build trust and rapport with clients.

- Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.

- Exceptional verbal and written communication skills in explaining complex financial concepts to clients.

- Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.

Preferred skills and qualifications

- Familiarity with Indian tax laws, regulations, and financial planning strategies specific to the Indian market.

- Proven track record of achieving sales targets and building a successful client portfolio.

- Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously.