Wealth Manager

1 week ago

navi mumbai, India ALPHA SQUARE ACADEMY Full time
Company Description
Alpha Square is a Wealth Management Boutique Firm which deals in Various Investment Products.
Role Description
This is a full-time role for a Wealth Manager at ALPHA SQUARE ACADEMY located in Mumbai and Navi Mumbai The Wealth Manager will be responsible for providing financial planning, investment management, and insurance services to clients.
As a Wealth Manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio- building experience.
You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans etc.
You also counsel them what is their short term and long term goals.
Keep track of the client's portfolio and monitor the various market fluctuation to ensure there is minimal threat of risks or losses.
increase client database by meeting new clients and taking references from the existing ones and hence build AUM.
Make changes and modifications to the investment according to the lifestyle and financial changes that occur in the client's life.
Location- Navi Mumbai, CBD BELAPUR
PLEASE NOTE THAT FRESHERS AND INTERN CAN APPLY TOO.
Knowledge
Product Knowledge- Have a detailed knowledge of all the products related to Mutual Fund, PMS, Life Insurance, General Insurance, AIF, REIIT etc.
Qualifications
Any Graduate/ Post Graduate/ CFA/ CFP/ CA
CTC.
CTC as per the industry staandard
Joining Gift Hamper+ Yearly Bonus+ Highest Incentive+Travelling Reimbursement+Foreign Trips

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