Senior Wealth Relationship Manager (3-10 yrs)

Mode: Work From the office

Regular working hours: 9.30 AM to 6.30 PM

Nature of job: Involves client meetings and certain Saturdays working according to requirements

Location: Delhi, Mumbai, Hyderabad, Jaipur, Chennai

Salary range: Based on experience, skills, current/last CTC

Responsibilities:

- The primary responsibility will include developing personalised financial plans, managing portfolios and providing expert advice on various financial matters, such as taxes, insurance and risk management.

- The ideal candidate will bring their financial expertise and establish long-lasting relationships with clients while contributing to our mission of helping individuals achieve their economic aspirations.

- We offer a competitive compensation package, an attractive commission structure, comprehensive health benefits and a collaborative work environment.

Objectives of this role

- Assisting Investment councilors/Business head in overseeing the implementation of investment strategies.

- Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.

- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.

- Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles.

- Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.

- Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.

- Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.

- Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients.

- Helping the company meet its financial objectives through personalised financial planning.

- Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.

- wealth management strategies, including investment planning, portfolio allocation and retirement planning.

- Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.

Required skills and qualifications:

- MBA /bachelor's degree in finance, economics, business administration or a related field.

- 5 to 8 years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.

- Understanding of financial markets, investment products, and wealth management principles.

- Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.

- Excellent interpersonal skills and the ability to build trust and rapport with clients.

- Strong analytical and problem-solving abilities with quick decision-making and a results oriented mindset.

- Exceptional verbal and written communication skills in explaining complex financial concepts to clients.

- Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.

- NISI V-V certified

- Additional qualification PMS, IRD/CFP