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Wealth Manager

Wealth Manager

Alliance Recruitment Agency

Bangalore Rural, Karnataka, India

Job Title: Wealth Manager

Location: Iritty, Kannur-Kerala

Responsibilities:

  • Build and manage relationships, identify, and cultivate potential leads.
  • Assess client needs and objectives, and recommend suitable investment options.
  • Introduce alternative investment ideas and products to clients.
  • Coordinate with Service Managers to address and resolve client queries.
  • Develop and maintain strong relationships with clients, offering ongoing support and assistance.
  • Conduct regular reviews and feedback sessions with clients to ensure satisfaction.
  • Maintain a comprehensive database of client portfolios for periodic reviews and performance analysis.
  • Achieve overall objectives related to client acquisition and portfolio growth.
  • Collaborate with Financial Planners & Research Teams for client-facing reports and insights.

Qualification :

Bachelor degree

Primary Responsibilities :

Requirements:

  • Undergraduate/Postgraduate degree in Finance/Banking or related field.
  • 2-4 years of experience in Wealth Management and Client Management.
  • Proficiency in MS Office and CRM systems.
  • Strong ethical standards, with a client-focused attitude.
  • Excellent communication skills, with the ability to build and sustain long-term relationships.
  • Attention to detail and strong problem-solving skills.
  • Proven ability to deliver exceptional client experiences, particularly in financial planning and advisory services.
  • Self-motivated, disciplined, and capable of working independently.

Key Skills :-

  • Wealth Management
  • Portfolio Management
  • Client Acquisition
  • Investment Advisory
  • HNI Client Handling
  • Financial Advisory

Location

: Alliance Recruitment Agency

: https://alliancerecruitmentagency.com/

:

+91 8980018741

: 2 To 4 Years.

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