
Wealth Management Professional
13 hours ago
We are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives.
The ideal candidate will have a deep understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), Mutual Funds, and Equity.
You will be responsible for providing personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. This includes conducting regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
In addition to these responsibilities, you will also be expected to develop expertise in wealth management products and educate clients on the features, benefits, and risks associated with various wealth management products.
You will work closely with clients to identify new business opportunities and generate leads through networking and referrals. You will also drive business growth by effectively cross-selling wealth management products and services to existing clients.
To succeed in this role, you will need to possess excellent communication, presentation, and negotiation skills. You should also be able to work independently and as part of a team in a fast-paced environment.
Required Skills and Qualifications- Minimum 12-18 years of relevant experience
- Strong understanding of wealth management products, including AIFs and PMS
- Proven track record of building and managing relationships with high-net-worth individuals
- Excellent communication, presentation, and negotiation skills
- Ability to work independently and as part of a team in a fast-paced environment
- Relevant regulatory certifications (e.g., AMFI, NISM)
This is an exciting opportunity to work in a dynamic industry and make a real difference in people's lives. If you are a motivated and results-driven individual who is passionate about wealth management, we encourage you to apply.
How to ApplyPlease submit your resume and a cover letter outlining your experience and qualifications for this role.
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