Hiring For Wealth Manager

Job Description

Partner with stakeholders across business units (ex: sales, finance, security, compliance) to develop analyses and documentation 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 roleBuilding 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 personalised financial plans and investment strategies aligned with clients 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.Other DetailsSalary-59,000/- to 65,000/-Required Experience-0 To 4Minimum Age-18RequirementQualification Required-Diploma,B.tech,M.tech,BA bachelors degree in finance, economics, business administration or a related field.Work Department-Wealth ManagerWork Industry-IT,FMCG,Finance,Education,ITSkills-knowledge of developing and implementing financial plans and managing investments.for more clarification contact to this number-hidden_mobileAlso Send Your CV hidden_emailRegardsHR Placement Team

Keyskills :
communicationproblem solvingbusiness processcritical thinking