High Net Worth Client Advisor

2 days ago

Jalandhar Ludhiana Sonipat Sonepat, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000
Job Title

Ambitious and Results-Oriented Wealth Manager Required

About the Role

We are seeking a highly skilled and experienced Wealth Manager to join our team. As a Relationship Manager - Wealth, you will be responsible for managing and nurturing relationships with high-net-worth individuals. Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction.

Key Responsibilities
  1. Client Acquisition and Onboarding:
  • IDentify potential HNI/UHNI clients and develop strategies for client acquisition.
  • Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences.
Wealth Management Advisory:
  • Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and objectives.
  • Provide expert advice on investment opportunities, financial planning, tax implications, and estate planning.
Portfolio Management:
  • Design and manage investment portfolios based on clients' risk profiles and financial objectives.
  • Monitor market trends and economic developments to make informed investment recommendations.
Relationship Building:
  • Cultivate and maintain strong relationships with HNI/UHNI clients through regular communication and client meetings.
  • Address client inquiries, concerns, and requests in a timely and efficient manner.
Cross-Selling and Upselling:
  • IDentify opportunities for cross-selling additional financial products and services to meet the diverse needs of HNI/UHNI clients.
Compliance and Risk Management:
  • Ensure compliance with regulatory requirements and internal policies.
  • Mitigate risks associated with client portfolios and financial transactions.
Market Research:
  • Stay updated on global economic trends, financial markets, and investment products to provide up-to-date advice.
Reporting and Documentation:
  • Prepare and maintain accurate records of client interactions, transactions, and portfolio performance.
  • Generate regular reports for clients on their investment portfolios.

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