Unified Vision Capital

2 weeks ago


Hyderabad, India Unified Vision Capital Pvt. Ltd. Full time

Responsibilities:

Client Acquisition & Relationship Management:

- Develop and implement a proactive strategy to identify and acquire UHNW clients.

- Build strong and lasting relationships with clients, fostering trust and confidence.

- Understand clients' financial goals, risk tolerance, and investment preferences.

Investment & Financial Planning:

- Analyze client portfolios and conduct comprehensive financial planning.

- Provide expert advice on asset allocation and recommend suitable investment products, including mutual funds, insurance, and portfolio management services.

- Develop and present customized financial plans aligned with clients' overall financial objectives.

Business Development & Revenue Generation:

- Achieve ambitious sales targets by effectively promoting and selling a wide range of wealth management products.

- Maximize revenue generation through successful client acquisition and ongoing portfolio Minimum 10-20 years of experience as a Wealth Manager or a related financial services role.

- In-depth knowledge of wealth management products and asset classes.

- Strong understanding of taxation applicable to wealth management activities.

- Excellent written and oral communication skills with the ability to present complex financial information in a clear and concise manner.

- Proven ability to build and maintain strong relationships with UHNW clients.

Additional Skills & Requirements:

- Strong analytical and problem-solving skills.

- Excellent interpersonal and communication skills.

- Ability to work independently and as part of a team.

- Meticulous attention to detail and a strong work ethic.

- Bachelor's or Master's degree in Business Administration, Finance, or a related field (preferred).

- Existing client relationships a plus.

Benefits:

- Competitive salary and benefits package.

- Opportunity to work with UHNW clients and build a rewarding career in wealth management.

- Utilize your financial expertise to develop customized wealth management solutions.

- Achieve significant earning potential through a performance-based compensation structure

(ref:iimjobs.com)
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