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Urgent Requirement for WEALTH MANAGER

2.00 to 7.00 Years   Gwalior   09 Apr, 2023
Apex Services Hiring For Apex Services
Job LocationGwalior
EducationNot Mentioned
SalaryRs 3.0 - 6 Lakh/Yr
IndustryBroking
Functional AreaSecurities TradingField Sales Executive
EmploymentTypeFull-time

Job Description

    Dear Candidate,Greetings From APEX SERVICES Designation-IP RMRole-WEALTH MANAGERCTC- up to-7 lac+ incentive + Other benefitJob descriptionRoles and Responsibilities
    • The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent)
    • He/She would be responsible to drive the TPP sales through branch sales team and advisors.
    • Maintaining client relationships and generate AUM from preferred clients.
    • Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
    • Track the Affluent & Super Affluent Client segment in the market for new client acquisition
    • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
    • To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
    • To conduct and assist in organizing seminars, workshops and other business development activities.
    Desired Candidate Profile
    • Relationship Managers with prior experience working in a Broking/Private bank/wealth management set up.
    • Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
    • Experience of advising clients across asset classes.
    • Strong analytical skills and ability to work in teams.
    • Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability)
    • Good oral and written communication skills with clarity of thought, speech and expression
    Desired Skill Set:
    • Ability to inspire trust and confidence in clients.
    • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
    • A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
    • Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients
    • Good oral and written communication skills with clarity of thought, speech and expression
    • Good interpersonal skills
    • Good Analytical Skills
    Kindly reply with an updated CV atapex.snehil@gmail.comif you are interested in the mentioned Job Role. you can call also onhidden_mobile

Keyskills :
investment advisorysecurities marketequity brokingfinancial advisoryfield salesequity saleshni salesterritory managerfinancial consultant

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