Mequals - Wealth Manager (5-10 yrs)

Bank led broking house, various wealth manager roles in all major cities of India.

Key responsibilities and accountabilities:

- Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client's profile.

- Showcase entire product suite to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.

- Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines.

- Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.

- Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.

- Achieve revenue objectives as assigned by the organization.

- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

Skills required:

- 6 - 8 years relevant work experience in a Wealth management/Private Banking platform.

- Post graduate from a premier institute.

- Self-starter, proactive & target oriented.

- Strong networking & relationship building skills.

- Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.