
Financial Affair Manager
1 day ago
Job Opportunity:
A position has become available in our organization to manage the financial affairs of high-net-worth individuals.
- To foster long-standing relationships with affluent clients, identifying their financial objectives and goals.
- To offer personalized wealth management advice and tailored solutions based on each client's unique needs and risk tolerance.
- To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
- To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Mutual Funds (MFs), and Equity.
- To educate clients on the features, benefits, and risks associated with various wealth management products.
- To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
- To identify new business opportunities and generate leads through networking and referrals.
- To drive business growth by effectively cross-selling wealth management products and services to existing clients.
- To conduct thorough due diligence on investment products and providers to mitigate risks.
- To maintain accurate records of client interactions and transactions in accordance with compliance standards.
Key Requirements:
- Relevant experience of years
- 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) will be an advantage
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