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Senior Wealth Manager Financial Services - Mumbai

5.00 to 8.00 Years   Mumbai City   19 Aug, 2023
Morpheus Human Consulting Pvt Ltd
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryFinancial Services
Functional AreaOthers
EmploymentTypeFull-time

Job Description

    • Job Title: Senior Wealth Manager Financial Services - MumbaiAs a Senior Wealth Manager, you will play a pivotal role in providing strategic financial guidance to high-net-worth clients. Your expertise in investment strategies, tax planning, estate planning, and risk management will enable you to develop customized financial plans that align with clients individual goals and objectives. You will be responsible for building and maintaining strong client relationships, managing portfolios, and staying abreast of market trends and regulations.Job ResponsibilityLead generation through various avenues. Calling customers and updating them about the companys products, services, or new launches Analysing clients financial goals and assets allocation and offering clients recommendations on various financial products and services Enhance or expand investment portfolios through consultative reports and informed recommendations on fresh investment opportunities and resources. Monitoring the performance of investments done by clients Setting sales targets for the organization. Ability to team with and influence partners, to formulate the best strategy to serve the client. Skilful at using influencing and communication skills, to gain acceptance of a product, service, or idea from prospects and clients Ability to build and sustain productive client relationships, and deliver quality service and high satisfaction Ability to create a good first impression, command attention and respect, with an air of confidence. Comfortable at dealing with clients and colleagues at the highest levels.
    • Key Skills: Key Skills: Excellent communication, negotiation, and interpersonal skills. Demonstrated ability to develop and implement successful financial strategies. Ethical and professional conduct in all client interactions, relevant toolsMandatory: Proven experience as a Wealth Manager or Senior Wealth Advisor, preferably working with high-net-worth clients. Strong understanding of investment products, financial markets, and tax implications. Product - Insurance, Mutual Funds and FD

Keyskills :
wealth managementfinancial strategy

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