Financial Advisor

4 weeks ago


Mumbai, Maharashtra, India Workassist Full time
Job Description

Work Level: Senior Leadership

Core: Communication Skills

Leadership: Public Relations

Role: Retail Branch Banking

Industry Type: Banking

Function: Wealth Manager

Key Skills: Wealth Manager, AIF, PMS, Mutual Fund, Portfolio Handling

Education: Graduate

Note: This is a requirement for one of the Workassist Hiring Partner.

Primary Responsibility:

Wealth Manager

Responsibilities

1. Build and maintain relationships with private banking clients.
2. Understand client needs and offer solutions and support.
3. Analyze financial data to identify opportunities for growth and profit.
4. Coordinate with internal teams to ensure client needs are fulfilled effectively.
5. Adhere to all banking regulatory standards and procedures.
6. Provide strategic financial planning advice to clients.
7. Promote and sell banking services/products to clients.
8. Address any client complaints promptly and professionally.
9. Prepare regular reports on clients portfolio performance.

Qualifications

1. Proven experience as a Private Banking Relationship Manager or similar role.
2. Strong understanding of banking procedures and products.
3. Excellent interpersonal and communication skills.
4. Ability to build relationships with high net-worth individuals.
5. Detail-oriented with strong analytical skills.
6. Knowledge of investment products and services.

Company Description:

Workassist is an online recruitment and employment solution providing a platform in India. We connect job seekers with relevant profiles to employers across different industries and experience levels. Our e-recruitment technology allows us to quickly adapt to the new normal and assist job seekers in finding the best opportunities and employers in finding the best talent worldwide. We work with over 800+ recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and legal to help them recruit great emerging talents. For a

seamless job search experience, visit our website: https://bit.ly/3QBfBU2.

(Note:

There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don&apost hesitate to apply today. We are waiting for you
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