Wealth Manager

3 weeks ago

Coimbatore Tamil Nadu India, Tamil Nadu upGrad Rekrut Full time

A wealth manager is responsible for driving revenue and building Assets Under Management (AUM) by managing client portfolios, developing sales strategies, and ensuring client satisfaction. Key duties include providing financial advisory services for high-net-worth individuals, monitoring portfolios within risk parameters, and adhering to compliance guidelines. The role requires strong sales, communication, and client engagement skills.


Key responsibilities

  • Client relationship management:
  • Drive client servicing and engagement, build AUA, and develop long-term client relationships.


  • Portfolio and risk management:
  • Monitor client positions and portfolio allocations to ensure they align with established risk, compliance, and research guidelines.
  • Sales and business development:
  • Develop short- and long-term sales strategies, generate revenue, and identify new business opportunities through financial solutions and sales processes.


  • Financial advising:
  • Provide expert advice on investments and financial planning, ensuring adherence to advisory guidelines and risk policies to minimize mis-selling.


  • Market analysis:
  • Continuously scan the market for emerging trends, competitor activities, and new business opportunities.


  • Reporting:
  • Ensure the delivery of various MIS reports as required.


Required skills and qualifications

  • Experience: Minimum of 5-12 years of experience, often in the financial services industry.
  • Education: A post-graduate degree or MBA from a reputed institution is preferred.
  • Skills:
  • Excellent communication skills.
  • Strong business awareness and market knowledge.
  • Customer-centric approach.
  • Networking and people connection abilities.
  • Result-orientation.

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