Wealth Manager

Responsibilities:

1 Sales Acquisition

Acquire new clients through various sources.

Generate new business using existing and potential customer networks.

To organize IAP through reference incorporates and generate new clients.

Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. Analyse financial information obtained from clients to determine strategies for meeting clients' financial objectives.

Answer clients' questions about the purposes and details of financial plans and strategies. Implement financial planning recommendations.

Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.

2 CLIENT RELATIONSHIP MANAGEMENT

Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.

Manage client portfolios, keeping client plans up-to-date.

Contact clients periodically to determine any changes in their financial status.

Analyze financial data received from clients to develop strategies for meeting clients' financial goals.

Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.

3 REPORTS & DOCUMENTATION

Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.

Managing and updating client portfolios.

To email monthly portfolio performance report along with coments to each client.

Build & maintain client database with A/B/C Analysis.

To maintain/modified data of each client on regular basis at wealth first web site

Inpersonal verification should be done in front of client

To update daily sales dashboard & report.

To keep record of minutes of meeting with clients

4 TEAM MANAGEMENT & TEAM WORK

Guiding & mentoring my team towards making them more able, independent and profitable.

To coordinate with semi-back office & operations team for smoother transaction process. Developing constructive and cooperative working relationships with others and maintaining them over time.

Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.

5 LEARNING & UPDATION

Monitor financial market trends to ensure that client plans are responsive

Investigate available investment opportunities to determine compatibility with client financial plans.

Keep yourself updated with latest financial trends, economic/market changes.

Keeping up-to-date technically and apply new knowledge to get better output in your work.

To clear necessary exam & also clear exam for renewal of certification needed for your profile