Wealth Manager - Financial Services (2-4 yrs)

Job Description:

We are seeking a highly motivated Wealth Manager with 2+ years of experience in financial services or wealth management. The ideal candidate will have strong expertise in financial advisory, client relationship management, and investment planning. This role involves advising clients on financial products, building long-term relationships, and helping them achieve their financial goals.

Key Responsibilities:

- Advise clients on a wide range of financial products and investment opportunities.

- Build, manage, and nurture long-term client relationships.

- Understand client financial needs and offer personalized investment solutions.

- Provide clients with regular investment performance reports and market insights.

- Achieve business targets, including client acquisition and revenue generation.

- Stay updated with market trends and changes in financial regulations.

- Coordinate with internal teams to deliver comprehensive financial solutions.

- Maintain high standards of customer service and compliance.

Required Skills:

- Strong knowledge of wealth management and financial advisory services.

- Experience in investment planning and client portfolio management.

- Excellent client relationship management and interpersonal skills.

- Strong prregulations and company policies.esentation, communication, and negotiation skills.

- Ability to analyze financial markets and provide strategic insights.

- Proficiency in financial tools and software is an advantage.

- Master's/Graduate degree in Finance, Management, or a related field.