
Executive Financial Planner
1 week ago
An Account Manager plays a crucial role in supporting the Relationship Manager in maintaining and building their wealth management business.
- Key Responsibilities
- Financial Planning, Portfolio Strategy, and Reporting
- Assist RMs in creating personalized financial plans for clients, considering client requirements.
- Regularly report portfolio performance, highlighting asset allocation and IRR.
- Highlight client-wise portfolio variances from strategic plans and actionable steps to align portfolios.
- Identifying Opportunities within Client Portfolios
- Explore product team recommendations across MFs, Structured Products, house views on various asset classes, and Alternatives.
- Business Development Support
- Aid in acquiring prospective client databases and maintaining referral lists.
- Documentation
- Execute transactions, including non-financial activities like bank mandate changes.
- Client Query Resolution
Career Progression Opportunities
The firm offers promising AMs the chance to become RMs. To excel in this role, AMs must possess advisory skills, product knowledge, and market awareness, as well as sufficient experience and maturity to build client confidence.
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