Wealth Manager - Sales - Investment/Trading Product (2-10 Yrs) Vadodara/Baroda/Mumbai (BFSI Sales) by TALENGAGE

Updazz.com (July-2017 से पंजीकृत) ने 2 दिन पहले इस नौकरी को पोस्ट किया था

- Organise client meetings to discuss financial goals, risk tolerance and investment preferences.- Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning.- Monitor and review clients financial progress regularly, ensuring alignment with their objectives and making adjustments.- Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.- Evaluate investment opportunities, considering factors like risk, return potential and liquidity.- Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.- Create detailed financial plans, including cash flow projections, retirement planning, and tax optimisation strategies.- Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients objectives.- Collaborate with internal teams to coordinate complex financial transactions, such as estate - transfers and charitable giving.- Participate in industry conferences and seminars to expand knowledge and network with potential clients. (ref:updazz.com)

Payroll Type : Permanent