Position : Senior Wealth Manager

Job Function: Sales / Business Development

Industry: Banking / Financial Services/ Insurance

Qualification: Graduate/ Post Graduate

Relevant Experience: 5+ years (Must have : Minimum 50 + Active B2B/IFAs Network)

Employment Type: Permanent Job, Full Time

EvaluationPeriod:90days from the date of joining.

- We are seeking an experienced Wealth Manager who will be responsible for offering financial advice and services that will assist clients in their financial endeavors. This involves working with clients to help them make the right decisions with their investments and explain the financial services on offer to them.

- To be successful as a Wealth Manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills. Ultimately, atop-notch Wealth Manager should have superior knowledge of financial products, good presentation skills, and an understanding of customer relations tactics.

Key Responsibility 

Position : Senior Wealth Manager

- Lead generation through various avenues.

- Calling customers and updating them about the company's products, services, or new launches

- Analyzing clients' financial goals and assets allocation

- Offering clients recommendations on various financial products and services

- Examining client's existing investment portfolios and suggesting improvements

- Managing and monitoring investments on behalf of clients

- Helping clients with tax and financial planning services

- Helping develop effective strategies to increase overall wealth

- Managing assets and setting up investments for clients

- Enhance or expand investment portfolios through consultative reports and informed recommendations on fresh investment opportunities and resources.

- Coordinating with other Financial Planners within organization to meet client's goals

- Monitoring the performance of investments done by clients

- Helping resolve any financial issues and other legal complications with investments.

- Setting sales targets for the organization.

- Preparing the sales reports for future reference.

Requirements

Position : Senior Wealth Manager

- A minimum of 5+ years of business development experience in the professional services and/or solutions arena

- A minimum of 50 + active B2B/ IFAs network

- Good record of proactively building relationships with clients and partners

- Competent at identifying appropriate product/service offerings to meet the client's needs

- Solid understanding of the marketplace/industry, and of competitive and account information

- Ability to team with and influence partners, to formulate the best strategy to serve the client.

- Skillful at using influencing and communication skills ,to gain acceptance of a product, service, or idea from prospects and clients

- Demonstrated focus on clients and their needs.

- Ability to build and sustain productive client relationships, and deliver quality service and high satisfaction

- Ability to create a good first impression, command attention and respect, with an air of confidence. Comfortable at dealing with clients

- Bachelors degree mandatory

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