
Senior Wealth Advisor
2 days ago
We are seeking a dynamic Wealth Manager to join our team. This role will involve managing client relationships, providing investment advice, and delivering exceptional customer service.
- The ideal candidate will have 2-3 years of experience in wealth management, mutual funds, or equity, with a proven track record of handling high net worth clients.
- They will be responsible for building strong relationships with clients, converting leads into managed portfolios, and advising on investment opportunities.
In addition to their technical skills, the successful candidate will possess excellent communication and interpersonal skills, with the ability to understand client needs and provide appropriate solutions.
Job DescriptionKey Responsibilities:
- Client Relationship Management: Build and maintain strong relationships with high net worth clients, ensuring their financial goals are met.
- Investment Advisory: Provide expert advice on investment opportunities across mutual funds, equity, and wealth management products.
- Portfolio Management: Monitor and review client portfolios to ensure consistent performance and make adjustments as needed.
Qualifications:
- Bachelor's/Master's degree in finance, commerce, economics, or related field.
- 2-3 years of experience in wealth management, mutual funds, or equity.
- Proven track record of handling high net worth clients and converting leads.
Skills:
- Excellent communication and interpersonal skills.
- Ability to understand client needs and provide appropriate solutions.
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