Wealth Manager

3 days ago

Bengaluru, Karnataka, India Kuber and Company Full time ₹ 3,28,000 - ₹ 5,00,000 per year

Wealth Manager

Job description:

  • Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
  • To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.
  • To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • To coordinate with product and research team for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.
  • To achieve budgeted targets in terms of number of clients/volume of business & assets.
  • To research, investigate and update themselves on available investment.
  • To contact clients periodically and determine if they are satisfied with the service and returns generated.
  • To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.
  • Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.

Qualification:

CFP / CFA / MBA in Finance / Marketing

Experience:

  • 3+ year experience in financial services/ Broking Company and Insurance sector

Key Skills:

  • Should be an individual performer
  • Handling a reasonable book size
  • Pleasant personality and good communication skills.

Functional Area:

Marketing

Job Type: Full-time

Pay: ₹328, ₹500,000.00 per year

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