High Salary) Wealth Relationship Manager

3 weeks ago

Hyderabad, Telangana, India Weekday AI Full time
This role is for one of Weekday's clients
Salary range: Rs 650000 - Rs 950000 (ie INR 6.5-9.5 LPA)
Min Experience: 5 years
Location: Hyderabad, Bengaluru, Ahmedabad, Delhi, Pune
JobType: full-time

Requirements

The ideal candidate will bring their financial expertise and establish long-lasting relationships with clients while contributing to our mission of helping individuals achieve their economic aspirations.

We offer a competitive compensation package, an attractive commission structure, comprehensive health benefits and a collaborative work environment.

Objectives of this role

- Assisting Investment councillors/Business head in overseeing the implementation of investment strategies.
- Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.
- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
- Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.
- Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
- Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.
- Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
- Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients.
- Helping the company meet its financial objectives through personalised financial planning.
- Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients. wealth management strategies, including investment planning, portfolio allocation and retirement planning. ·
- Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.

Required skills and qualifications

- MBA /bachelor's degree in finance, economics, business administration or a related field.
- 5 to 8 years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.
- Understanding of financial markets, investment products, and wealth management principles.
- Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.
- Excellent interpersonal skills and the ability to build trust and rapport with clients.
- Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.
- Exceptional verbal and written communication skills in explaining complex financial concepts to clients.
- Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.
- NISI V-V certified · Additional qualification PMS, IRD/CFP

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