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J2 Wealth & Investments

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3 J2 Wealth & Investments Jobs

Wealth Manager-Asst. Manager / Manager

J2 Wealth Private Limited

0-5 years

₹ 2 - 6L/yr

Chennai

1 vacancy

Wealth Manager-Asst. Manager / Manager

J2 Wealth & Investments

posted 17d ago

Job Role Insights

Key skills for the job

Salesforce Relationship Management Wealth Management Portfolio Management HNI Sales

Job Description

As a wealth manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience.
You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc.
You also counsel them on what their short-term and long-term goals are.
Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives.
Keep track of the clients portfolio and monitor the various market fluctuations to ensure there is minimal threat of risks or losses.
Make changes and modifications to the investments according to the lifestyle and financial changes that occur in the clients life.
Increase client database by meeting new clients and taking references
from the existing ones and hence build AUM and AUA for the branch.
Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
Knowledge:
Product Knowledge have a detailed knowledge of all products related to Life
Insurance, general insurance, fixed income, mutual funds, etc.
Wealth/ Portfolio Management – understand client portfolio in terms of their risk and
reward appetite and assist them to achieve their financial goals.
Financial planning/ Investment Advisory – have thorough financial and sector
knowledge as well knowledge of competitors, must provide sound and reliable advice to client.