Analah Capital - Wealth Manager - Sales (1-2 yrs)
- Client Acquisition and developing asset allocation strategies for achieving clients financial goals, Work on clients asset allocation, tax planning, retirement planning, and estate planning;
- Recommend Different financial products to clients for asset allocation across Pre IPO, Unlisted Shares, Mutual funds, Structured Products, Real estate, Insurance
- Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
- Provides financial management information by preparing financial status analyses and reports.
- Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
- Maintains quality service by establishing and enforcing organization standards.
- Contributes to Individual and team productivity by accomplishing results in line with organization expectations
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