Wealth Manager

We are looking for a Wealth Manager to be responsible for offering financial advice and services that will assist clients in their financial endeavours. The responsibilities of Wealth Managers include relationship management, helping clients with account details, and providing advise on financial investments.

To succeed as a Wealth Manager, you should be able to explain

complex information, be confident, and have good sales and negotiation skills.

Ultimately, a top-notch Wealth Manager should have superior knowledge of wealth management, good presentation skills, and an understanding of customer relations tactics.

Wealth Manager Responsibilities:

Advising clients on financial products and services.

Prospect, acquire and retain clients

Understand client’s needs & requirements and accordingly position products & services

Coordinate with product and research team for taking investment decision for the clients

Provide various investment performance reports and summaries to the clients

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

To guide clients in the gathering of information/documents.

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

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

Wealth Manager Requirements:

Graduate Degree in Finance, Management, or related field.

Previous experience in Financial Services.

Must be analytical.

Able to understand complex information..

Good presentation skills & Confidence.

Good experience in Wealth management

Minimum experience 1+