Wealth Manager

Job Title: Asst/Senior - Wealth Manager

Job Description:
As a Wealth Manager, your role is to design and implement a comprehensive investment strategy tailored to each clients unique financial landscape. You will cultivate strong relationships with clients, gaining insights into their financial background, income flow, lifestyle aspirations, and tax-saving objectives. By understanding their short-term and long-term goals, you will curate a well-balanced portfolio that aligns with their risk appetite and future aspirations.

Your expertise will guide clients through diverse investment avenues, ensuring a seamless wealth-building experience. Staying ahead of market trends, you will continuously monitor client portfolios, mitigating risks while optimizing returns. As their financial needs evolve, you will adapt strategies to align with their changing circumstances.

In addition to managing existing clients, you will focus on expanding the client base through networking, referrals, and strategic relationship-building. Your contribution will drive Asset Under Management (AUM) and Asset Under Advisory (AUA) growth for the branch. Regular portfolio reviews, risk assessments, and strategic diversification will be key to ensuring long-term financial security for clients.

Key Responsibilities:

• Develop tailored investment solutions covering mutual funds, life & general insurance, fixed-income instruments, and other wealth management products.
• Conduct in-depth financial assessments to determine clients’ risk profiles and investment needs.
• Monitor market trends and economic conditions to provide proactive investment guidance.
• Ensure periodic portfolio reviews and recommend adjustments based on financial shifts.
• Expand the client base through referrals and strategic prospecting.
• Educate clients on financial planning strategies, tax-saving avenues, and wealth-building techniques.
• Provide holistic investment advisory by leveraging knowledge of industry trends and competitor insights.

Desired Expertise:

✔ Investment & Portfolio Management – Ability to construct and optimize client portfolios based on risk-return expectations.
✔ Product Expertise – Strong understanding of mutual funds, life & general insurance, fixed deposits, and other investment vehicles.
✔ Financial Planning & Advisory – Deep knowledge of wealth management strategies, tax-efficient investment planning, and industry trends.
✔ Client Relationship Management – Strong communication and interpersonal skills to build and nurture client relationships.

If you are passionate about helping clients achieve financial security while expanding your expertise in wealth management, this is the perfect opportunity for you!