Strategic Wealth Manager
7 days ago
Company Overview: Zyvka is a boutique wealth firm dedicated to delivering exceptional wealth management services to clients worldwide. With a rich history of over 150 years of cumulative experience among senior management, we specialize in wealth creation, preservation, protection, and transmission.
Responsibilities:
• Develop and maintain strong, long-term relationships with clients through virtual channels, ensuring personalized and efficient service delivery.
• Create and implement tailored financial plans that align with clients' risk profiles, financial goals, and timelines, offering strategic advice on investments, retirement, and estate planning.
• Provide expert advice on various investment products, monitor and rebalance portfolios, and optimize investment strategies to meet clients' financial objectives.
• Utilize advanced digital tools, wealth management software, and virtual advisory platforms for client engagement, portfolio tracking, and financial analytics.
• Ensure all advisory services comply with relevant Indian financial regulations, including SEBI and RBI norms, while staying updated on market trends and product offerings.
Key Skills:
• Financial product knowledge
• Market trend analysis
• Client portfolio management
• Investment advisory
• Financial planning
• Cross-selling and up-selling
Requirements:
• Experience in handling high net worth individual (HNI) clients
• Portfolio management expertise
• Strong client relationship management skills
• Proficiency in financial planning and investment advisory
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