Relationship Wealth Manager
6 days ago
Collaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies, and wealth preservation.
Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions.
Portfolio Management
Manage clients' investment portfolios by selecting appropriate asset classes, investment vehicles, and strategies to achieve their financial objectives.
Evaluate clients' risk tolerance and ensure investment strategies align with their risk profiles while minimizing potential financial risks.
Adhere to all regulatory guidelines and compliance standards, ensuring that clients' investments comply with relevant laws and regulations
Self and stakeholder management
Provide regular performance reports to clients, detailing the performance of their portfolios, investment strategy adjustments, and progress toward financial goals.
Stay updated on financial products and services, including stocks, bonds, mutual funds, alternative investments, and insurance products, to provide informed recommendations.
Collaborate with other departments, such as legal, tax, and estate planning, to offer comprehensive financial solutions to clients.Role & responsibilities
Preferred candidate profile
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Private Wealth Management Specialist
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Kochi, India TekPillar® Full timeLocation: Mumbai (Prabhadevi)Experience: 10+ Years in Private Wealth ManagementCTC: Based on current CTC and interviewEmployment Type: Full-time | PermanentAbout the RoleWe are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored investment and...
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Private Wealth Manager
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Bengaluru, Chennai, Kochi, India Sketchhr Manpower And Hr Consultancy Services Full time ₹ 15,00,000 - ₹ 25,00,000 per yearHi,Greetings from SketchHR Manpower Consultancy )We are currently hiring for the position of Private Wealth Manager (ranging from Mid to SVP level) for one of our leading clients in the Private Wealth Management industry.Our client is one of the leading Private Wealth Management firms, currently expanding its footprint across multiple geographies in India....
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Wealth Management Advisor Dubai
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Kochi, India prosperity services Full timeCompany DescriptionProsperity Services KochiRole DescriptionThis is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi. These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering investment,...
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Wealth Management Advisor Dubai
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Kochi, India prosperity services Full timeCompany DescriptionProsperity Services KochiRole DescriptionThis is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi. These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering investment,...
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Wealth Management Advisor Dubai
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Kochi, India prosperity services Full timeCompany DescriptionProsperity Services KochiRole DescriptionThis is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi. These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering investment,...
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Wealth management advisor dubai
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Kochi, India Prosperity Services Full timeCompany DescriptionProsperity Services KochiRole DescriptionThis is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi. These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering investment,...
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Wealth Management Advisor Dubai
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kochi, India prosperity services Full timeCompany DescriptionProsperity Services KochiRole DescriptionThis is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi. These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering investment,...
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Wealth management advisor dubai
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Kochi, India Prosperity Services Full timeCompany DescriptionProsperity Services KochiRole DescriptionThis is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi. These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering investment,...
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Executive- Wealth Management
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kochi, India THE TRINITY FINVEST Full timeWho can Apply?MBA/ M.Com /Engineering or graduates with Experience in Financial Institutions / Sales Management with good academic credentials/Projects/Skill certifications in Finance/ Sales.Experience:MBA/ M. Com/ Engineering ,Graduates with 1-5 Years of experience in the relevent Field with a keen interest to learn and develop their career in wealth &...
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Wealth Management Advisor Dubai
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Kochi, India prosperity services Full timeCompany Description Prosperity Services KochiRole DescriptionThis is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi.These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering investment,...
