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Assistant Wealth Manager
Ladderup Wealth Management
posted 2hr ago
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Fixed timing
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Job Description
Experience Required: 2-5 Years Job Responsibilities:
- Analysing complete spectrum of the financial product:
- Cross-sell products and services to both new as well as existing Retail HNI clients as per their lifestyle, risk profiling and requirements basically through the financial planning process.
- Understand client needs requirements and accordingly position products services
- Call clients periodically to review their investment needs and to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment./li>
- Provide various Investment performance reports and summaries to the clients
- Ability to manage relationships to improve relationship value of existing Clients
- Maintaining a log of client concerns or feedback and evaluating them for better success rates.
- Aim to build new AUM and expand deepen existing relationships to enhance the overall AUM.
- Experience in building and maintaining long term relationships, deepening relationships, and growing revenues for the organization
- Formulate outbound and inbound sales plan to acquire new HNI Clients for increase customer base of the portfolio.
Employment Type: Full Time, Permanent
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based on 10 employees
Strict timing
Alternate Saturday off
No travel
Day Shift
Ladderup Wealth Management Benefits
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