Wealth Manager

Job Description: Wealth Manager

About Us: Midas FinServe Pvt. Ltd. is an independent boutique Wealth Management Firm formed by seasoned professionals. We are driven by our desire to excel through Best-in-Class Research-Based Advisory Services.

At Midas FinServe, we create value for clients not only during the initial investment stage but throughout the investment journey. Our primary focus is on Mutual Funds, which we believe offer the best combination of variety, liquidity, flexibility, professional fund management, transparency, and tax efficiency.

In addition, we specialize in Equity (Stocks), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Guaranteed Tax-Free Products, General & Life Insurance, Home Loans, Loans Against Securities, Loans Against Property, and other loan products.

Position Overview: We are looking for a dynamic and motivated Wealth Manager to join our team. The ideal candidate should have excellent communication skills, a proactive mindset, and a passion for delivering outstanding client service.

We are open to considering candidates with sales experience in industries like Mutual Funds, Insurance, FMCG, Pharma, Hotel Industry, or other customer-centric domains.

Key Responsibilities:
1. Client Engagement:

• Develop and maintain strong client relationships by understanding their financial goals and needs.
• Provide personalized investment advice, portfolio management, and wealth planning services.
• Conduct regular reviews to ensure alignment with clients' objectives and recommend changes when needed.

2. Sales & Business Development:

• Identify and acquire new clients through referrals, networking, and business development activities.
• Promote the firm's suite of financial products and services, focusing on Mutual Funds and other investment options.
• Prepare and deliver impactful presentations and proposals tailored to clients' needs.

3. Advisory Excellence:

• Educate clients on market trends, investment opportunities, and risk management strategies.
• Recommend diversified investment options, ensuring a balance between growth and safety.
• Provide guidance on tax-efficient investment strategies.

4. Operational & Administrative Support:

• Coordinate with internal teams to ensure smooth execution of client transactions.
• Maintain accurate records of client interactions, portfolios, and communications.
• Assist with compliance-related documentation and reporting.

5. Market Awareness & Expertise:

• Stay updated on market trends, regulatory changes, and product developments.
• Provide insights and thought leadership to clients, positioning the firm as a trusted financial advisor.

What We Offer:

• Competitive Salary & Benefits Package.
• Opportunities for Professional Development and Career Growth.
• A Supportive and Collaborative Work Environment.
• The chance to be part of a Reputable Financial Advisory Firm dedicated to client success.

If you are passionate about financial advisory and looking to make a meaningful impact in the wealth management space, we encourage you to apply!