Job Description

If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you! 

The wealth advisor will have to undertake the following responsibilities:

To understand clients needs & requirements and accordingly position products & services

To coordinate with product and research team for taking investment decision for the clients

To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client

To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment

To prospect, acquire and retain clients

To achieve budgeted targets in terms of number of clients/volume of business & assets.

To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios

To provide various investment performance reports and summaries to the clients

To build and maintain client bases, along with relevant comments/remarks for future reference

To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.

To conduct and assist in organizing seminars, workshops and other business development activities

To prepare the MIS reports in the specified formats

Desired Candidate Profile

Please refer to the job description above

Key Skills

Key Skills

. Wealth Management, Banking, Investment Planning, Product Research, Wealth, Relationship Manager, Wealth Manager, HNI Sales, HNI Client Handling etc

Qualification

. Not Mentioned

Additional Qualification

. Wealth Management, Banking, Investment Planning, Product Research, Wealth, Relationship Manager, Wealth Manager, HNI Sales, HNI Client Handling etc

Industry

. Banking/Financial/Insurance Services

Functional Area

. Sales/Business Development

Job Role

. Sales/Business Development-Manager

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