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Virtual Wealth Manager

1 month ago

mumbai, India Zyvka Full time
Job Title: Virtual WealthManager
CompanyInformation :SATCO Wealth PvtLtd. is a rapidly expanding boutique wealth firm with over 150years of cumulative experience among senior management. The companyspecializes in wealth creation preservation protection andtransmission catering both domestic (Mumbai) and international(Dubai)clients.
Experience:48 YearsSalary : 4 10LPALocation : Andheri (East)No. of Rounds:2Mode of Interview:F2FShift Timing: GeneralShiftNotice Period: ImmediateJoiner
Responsibilities: Client Relationship Management: Develop and maintain stronglongterm relationships with clients through virtual channelsensuring personalized and efficient servicedelivery. Personalized Financial Planning:Create and implement tailored financial plans that align withclients risk profiles financial goals and timelines offeringstrategic advice on investments retirement and estateplanning.InvestmentAdvisoryandPortfolioManagement:Provideexpertadviceonvariousinvestmentproducts monitor and rebalance portfolios and optimizeinvestment strategies to meet clientsfinancial objectives.Technological Proficiency: Utilize advanced digital tools wealthmanagement software and virtual advisory platforms for clientengagement portfolio tracking and financialanalytics.ComplianceandRegulatoryKnowledge:EnsurealladvisoryservicescomplywithrelevantIndian financial regulations including SEBI and RBI norms whilestaying updated on market trends and productofferings. Must haveSkills: Financial ProductMarket trend Client portfolio Handled HNIclients Portfoliomanagement Client relationshipmanagement InvestmentAdvisory Financial planning Crossselling andUpselling

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