Wealth Manager

Wealth Manger

1 Nos.
37638
Full Time
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 12.00 LPA
Sales / BD
Banking/Financial Services
Job Description:
  • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
  • Answer clients' questions about the purposes and details of financial plans and strategies.
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • Manage client portfolios, keeping client plans up-to-date.
  • Contact clients periodically to determine any changes in their financial status.
  • Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.
  • Recruit and maintain client bases.
  • Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.
  • Investigate available investment opportunities to determine compatibility with client financial plans.
  • Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances.
  • Devise debt liquidation plans that include payoff priorities and timelines.
Company Profile

The organization was incorporated in the year 1967 and started its operations as the First Investment and Financial Advisors in --- India. Today, after 44 years of existence we have grown to become one of the largest and most trusted in investment and financial consultants in the country with annual mobilization exceeding Rs.2500 Crores, serving more than 4 lakh investors through 28 offices & a network of more than 4500 sub-agents.

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  • Recruiters will evaluate your candidature and will get in touch with you.

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