Wealth Portfolio Strategist

2 days ago


Cochin, Kerala, India Waytogo Consultants Full time
Job Description

We are seeking a seasoned Wealth Portfolio Strategist to join our team at Waytogo Consultants.

Key Responsibilities:
  • Client Relationship Management: Build and maintain long-term relationships with clients by providing personalized wealth management services, acting as their primary point of contact for all financial needs, concerns, and goals.
  • Wealth Assessment and Planning: Conduct in-depth financial assessments to understand clients' wealth management objectives, risk tolerance, and investment preferences, designing and recommending tailored investment portfolios using various asset classes and financial instruments.
  • Portfolio Management: Regularly review and adjust client portfolios to align with changing financial goals and market conditions, ensuring optimal wealth growth over time.
  • Product Promotion: Promote and cross-sell a range of banking products, including savings, investment, and insurance products, to meet clients' diverse needs.
  • Collaboration and Compliance: Work closely with other departments to offer comprehensive financial solutions, ensuring compliance with regulatory requirements, bank policies, and industry standards.
Requirements:
  • Strong Communication Skills: Excellent verbal and written communication skills to effectively interact with clients and internal stakeholders.
  • Financial Acumen: In-depth knowledge of financial markets, instruments, and regulations to provide expert advice to clients.
  • Business Development: Proven ability to identify and pursue new business opportunities through market research and strategic planning.
Benefits:
  • Competitive Salary: An attractive salary package reflecting the complexity and demands of this role, estimated at $120,000 - $150,000 per annum, commensurate with experience.
  • Ongoing Training and Development: Access to ongoing training and professional development opportunities to enhance skills and stay up-to-date with industry trends.
  • Flexible Working Arrangements: Flexible working arrangements to balance work and personal life, with options for remote work and flexible hours.


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