Wealth Manager

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.

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