Merits Capital - Wealth Manager - HNW (2-6 yrs)

Merits Capital Market Services Private Limited is currently seeking a skilled and motivated Wealth Manager to join our team.

- As a Wealth Manager, your main responsibility will be to manage and grow a portfolio of high net worth clients, providing customized investment advice and implementing investment strategies that align with client goals and risk tolerance.

- You will also be responsible for selling our company's products to your organic market.

Job Responsibilities:

- Build and maintain strong relationships with high net worth clients, understanding their unique financial needs and goals.

- Develop and implement investment strategies that align with clients' goals and risk tolerance.

- Manage clients' portfolios, including making investment decisions, monitoring performance, and rebalancing portfolios as needed.

- Conduct thorough market research and analysis to identify investment opportunities and manage risk.

- Provide comprehensive financial planning services, including retirement planning, tax planning, and estate planning.

- Gain an in-depth understanding of the products and services offered by Merits Capital Market Services Private Limited.

- Sell the company's products to your organic market and develop an effective sales strategy.

- Build and manage a high-performing team to meet the company's sales targets.

- Keep up-to-date with industry trends and competitor products to provide clients with relevant and current advice.

- Utilize professional online networks, such as LinkedIn, to build your professional network and promote the company's products and services.

- Prepare reports and other materials for clients, providing regular updates on portfolio performance and investment strategies.

- Comply with all relevant regulations and laws governing financial advice and investment management.

Qualifications:

- MBA in finance, economics, or a related field with a strong academic record, scoring greater than 90% in higher secondary and similar record in higher professional studies.

- At least 5 years of experience in wealth management or a related field.

- Strong analytical skills and ability to conduct thorough market research and analysis.

- Excellent communication skills, with the ability to explain complex financial concepts in a clear and understandable manner.

- Proactive and responsive, with the ability to provide timely updates and recommendations to clients.

- Relevant certifications and licenses, such as a Certified Financial Planner (CFP) designation or a Securities and Exchange Commission (SEC) license, preferred.

- Should have a decent record of achievements in the past employments.

If you meet the above requirements and are a highly motivated and experienced Wealth Manager looking for an exciting opportunity to join a dynamic and growing team, we encourage you to apply.

Merits Capital Market Services Private Limited is an equal opportunity employer and delivers proportionate growth to deserving team members.

Please submit your resume and cover letter for consideration.

Mutual fund sales preferred!