Sr Wealth Manager

10 hours ago

Jodhpur, Rajasthan, India Talent Leads HR Solutions Pvt Ltd Full time

Job Description (Wealth Sales): 250 CR AUM only investment (MF/ PMS / AIF)

  • Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.
  • Understand clients' financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.
  • Conduct regular portfolio reviews and recommend adjustments based on market conditions and client needs.
  • Work closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions.
  • Proactively identify new business opportunities through referrals, networking, and cross-selling.
  • Stay updated on market trends, financial products, and regulatory changes to provide up-to-date advice.
  • Ensure compliance with regulatory and internal risk management policies.
  • Prepare and present periodic performance reports to clients.
  • Achieve sales and revenue targets as set by the business.

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