Consultant - Wealth Manager - Bank (1-10 Yrs) Mumbai/Surat/Jaipur/Bangalore/Pune/Gujarat/Maharashtra/MP (BFSI Sales) by FIVE FISHERS TECHNOLOGIES PVT LTD PROSPERI5

Updazz.com (July-2017 से पंजीकृत) ने 5 दिन पहले इस नौकरी को पोस्ट किया था

Position Overview :We are seeking a dynamic and experienced Wealth Manager to join our team and deliver expert financial advice along with personalized wealth management solutions to our high-net-worth clients.Key Responsibilities :Client Relationship Management :- Develop and nurture strong, long-term relationships with high-net-worth individuals, families, and institutional clients, acting as their trusted advisor and primary contact for all financial needs.Financial Planning :- Conduct in-depth assessments to understand clients financial goals, risk tolerance, and investment preferences, creating tailored wealth management plans to help them achieve their objectives.Investment Management :- Design and implement customized investment strategies aimed at optimizing returns, minimizing risk, and safeguarding capital according to clients investment goals and risk profiles.Portfolio Construction :- Build diversified portfolios utilizing a mix of asset classes, investment products, and strategies to achieve optimal risk-adjusted returns.Asset Allocation :- Develop asset allocation strategies that align with clients financial objectives, timelines, and risk tolerance, making adjustments as market conditions and client preferences evolve.Financial Analysis :- Conduct detailed research and analysis of market trends, investment opportunities, and economic indicators, enabling informed investment decisions.Wealth Protection :- Implement strategies for wealth preservation, including insurance, estate planning, and tax planning, to help clients protect and transfer wealth to future generations.Client Education :- Educate clients on financial markets, investment strategies, and wealth management principles, empowering them to make informed decisions for their financial success.Compliance and Regulatory Adherence : - Ensure strict adherence to all regulatory requirements and industry standards, maintaining the highest level of integrity and ethical conduct in all client interactions.Business Development :- Proactively identify opportunities to expand the client base and grow assets under management through networking, referrals, and strategic marketing initiatives.Qualifications :- Bachelor s degree in Finance, Economics, Business Administration, or related field (MBA or CFA preferred).- Proven experience in wealth management, financial advisory, or investment management roles.- Successful track record in building and managing client relationships, with a strong ability to deliver personalized solutions.- In-depth knowledge of financial markets, investment products, and portfolio management techniques.- Strong analytical skills for conducting financial analysis and formulating effective investment strategies.- Results-oriented, with a focus on exceeding client expectations and delivering exceptional investment performance.- High ethical standards and commitment to maintaining integrity and professionalism.- Proficiency with financial analysis tools, portfolio management software, and Microsoft Office Suite. (ref:updazz.com)

Payroll Type : Permanent