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Private Wealth Managers
Ladderup Wealth Management
posted 1d ago
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Fixed timing
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Job Description
Experience Required: 4-8 Years or more Job Responsibilities:
- Sourcing of New Clients
- Aim to explore one s existing client base, including the natural market, to set up a good foundation for the career ahead.
- Prospect new client relationships by engaging in multiple activities like referrals, social networking, utilizing social platforms, attending conferences, and even cold calling high-quality databases.
- 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.
- Achieve budgeted targets regarding the number of clients/volume of business & assets.
- Managing relationships
- Undertake complete portfolio analysis for HNI, Ultra HNI and corporate clients.
- Cross-sell products and services to both new and existing clients as per their lifestyle needs and risk requirements while keeping in mind their overall financial objectives.
- Understand clients needs & requirements and accordingly position products & services.
- Recommend strategies that clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, setting up of trusts, formulating of Wills, Tax issues, besides just investment planning to ensure that you are positioned as the client s primary consultant.
- Call clients periodically to review their investment needs and to determine whether market changes, life situations, economic trends, or financial performance indicate a need for portfolio reassessment.
- Provide various Investment performance reports and summaries to the clients.
- Research and Analytics
- Research, investigate and regularly update the team regarding available investment opportunities/financial market trends to determine whether they fit into client portfolios.
- Analyze each client portfolio on an ongoing basis to ensure that the overall Asset Allocation is in line with long term objectives; Assess the needs for Asset Rebalancing; Identify laggards in the portfolio and analyze if such underperformance is temporary or if it needs a portfolio action.
- Coordinate with product and research team to suggest practical investment ideas to the clients.
- Ensure ongoing self-development
- Keep yourself updated with the latest market information, prevailing Economic Trends, Industry News, Product level developments, Competitor products etc. Your aim should always be to become the best version of yourself and a Wealth Manager par excellence.
Employment Type: Full Time, Permanent
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What people at Ladderup Wealth Management are saying
What Ladderup Wealth Management employees are saying about work life
based on 10 employees
Strict timing
Alternate Saturday off
No travel
Day Shift
Ladderup Wealth Management Benefits
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