Hiring For AVP / VP - Wealth Manager
- Customer Care
- 7 - 12 years
- Bengaluru
- 7 days ago
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Job Description
Objectives of this role
- Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.
- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
- Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.
- Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
- Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.
- Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
- Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients.
- Helping the company meet its financial objectives through personalised financial planning.
- Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.
Your tasks
- Organise client meetings to discuss financial goals, risk tolerance and investment preferences.
- Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning.
- Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.
- Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
- Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.
- Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives.
- Collaborate with internal teams to coordinate complex financial transactions, such as estate transfers and charitable giving.
- Participate in industry conferences and seminars to expand knowledge and network with potential clients.
Preferred skills and qualifications
- A master's degree in finance, accounting, economics, or a related field.
- Experience in serving high-net-worth individuals and understanding their unique wealth management needs.
- Proven track record of achieving sales targets and building a successful client portfolio.
- Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously.
Share your Cv at mi********t@nl****h.in
Job Classification
Industry: BankingFunctional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Wealth ManagerEmployement Type: Full timeContact Details:
Company: AVP Location(s): Bengaluru
Keyskills: Welath maanger Private Banking Mutual Funds Premier Banking Portfolio Management Financial Advisory HNI Client Handling Personal Banking Wealth Management HNI Sales Ultra Hni Relationship Management MF Investment Advisory Private Wealth Investment Products
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