Expert Financial Strategist
2 days ago
We are seeking a highly skilled Wealth Manager to provide expert financial planning services to clients. This role involves creating tailored financial strategies to meet each client's unique needs and goals.
The ideal candidate will possess strong communication and interpersonal skills to build long-term client relationships.
About the Role- Manage existing client investment portfolios, conduct portfolio analysis, and make necessary adjustments.
- Drive additional business from existing clients across financial services, including Mutual Funds, Stocks, Loans, Insurance (General & Term), Estate Planning, and Tax Planning.
- Create and enforce financial goal plans to meet clients' long-term objectives.
- Acquire new clients through financial awareness programs, referrals, social media leads, internal acquisition team leads, and other external sources.
- Conduct financial planning and analysis for new clients and build long-term relationships through periodic portfolio reviews, market discussions, and product recommendations.
A Graduate or Postgraduate degree, CWM Certification (if applicable), and a minimum of 2+ years of experience in the Mutual Fund Industry are required for this position.
An own book of business is mandatory for this role.
BenefitsThis is a sales-driven role with Key Result Areas directly linked to revenue generation.
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