(Only 24h Left) Wealth Manager
2 weeks ago
Job Description PRE-REQUISITES: - - Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. - Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. - Experience of advising clients across all asset classes. - Candidates having good vintage in their present as well as previous companies. ROLES & RESPONSIBILITIES: - - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining client relationships and generate AUM from preferred clients. - Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients - Track the Affluent & Super Affluent Client segment in the market for new client acquisition - To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. - To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. - To conduct and assist in organizing seminars, workshops and other business development activities. Qualifications: An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience:Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: - Ability to inspire trust and confidence in clients. - Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. - A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. - Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients - Good oral and written communication skills with clarity of thought, speech and expression - Good interpersonal skills - Good Analytical Skills
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Chennai, India Anand Rathi Wealth Limited Full timeCompany DescriptionAnand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...
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Chennai, India 4s Advisory Full timeJob Description Role Overview: The Investment Advisor will be responsible for providing strategic investment advice and portfolio management services to High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. The role involves developing customized investment strategies, acquiring new clients, and driving business growth while ensuring superior client...
