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Wealth Manager

Wealth Manager

ConfidentialMumbai, Pune
9 days ago
Job description

Job Description :

Role : Wealth Manager

Functional Responsibilities :

  • . Establish and maintain long-term, trust-based relationships with HNI and UHNI clients.
  • . Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings.
  • . Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients' financial goals.
  • . Drive business development through client referrals and proactive outreach, consistently achieving assigned targets.
  • . Provide end-to-end financial planning services, encompassing retirement planning, tax planning, goal-based investing, and estate planning.
  • . Ensure strict adherence to compliance, regulatory frameworks, and internal guidelines.

Qualifications :

  • . Bachelor's / Master's degree in Finance, Economics, Business Administration, or a related discipline.

    • Candidate Requirements :

  • . Proven experience in wealth management, private banking, or financial advisory, with a focus on managing HNI / UHNI clientele.
  • . In-depth understanding of financial products, market trends, and portfolio management strategies.
  • . Strong interpersonal skills with the ability to engage high-value clients effectively.
  • . Demonstrated ability to analyse client needs and provide timely, tailored investment solutions.

    • Skills Required

    Wealth

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    Wealth Manager • Mumbai, Pune