Virtual Wealth Manager

1 day ago

Mumbai, Maharashtra, India Zyvka Full time ₹ 1,20,00,000 - ₹ 2,40,00,000 per year
Job Title: Virtual Wealth Manager
Company Information : SATCO Wealth Pvt Ltd. is a rapidly expanding boutique wealth firm with over 150 years of cumulative experience among senior management. The company specializes in wealth creation, preservation, protection, and transmission catering both domestic (Mumbai) and international (Dubai) clients.
Experience: 4-8 Years Salary : LPA Location : Andheri ( East) No. of Rounds: 2 Mode of Interview: F2F Shift Timing: General Shift Notice Period: Immediate Joiner
 Responsibilities: ● Client Relationship Management: Develop and maintain strong, long-term relationships with clients through virtual channels, ensuring personalized and efficient service delivery. ● Personalized Financial Planning: Create and implement tailored financial plans that align with clients' risk profiles, financial goals, and timelines, offering strategic advice on investments, retirement, and estate planning. ● InvestmentAdvisoryandPortfolioManagement:Provideexpertadviceonvariousinvestment products, monitor and rebalance portfolios, and optimize investment strategies to meet clients' financial objectives. ● Technological Proficiency: Utilize advanced digital tools, wealth management software, and virtual advisory platforms for client engagement, portfolio tracking, and financial analytics. ● ComplianceandRegulatoryKnowledge:Ensurealladvisoryservicescomplywithrelevant Indian financial regulations, including SEBI and RBI norms, while staying updated on market trends and product offerings.    Must have Skills: ● Financial Product, Market trend, Client portfolio ● Handled HNI clients ● Portfolio management ● Client relationship management ● Investment Advisory ● Financial planning, Cross-selling and Up-selling

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