Vertical Head at Premier Consultants
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Wealth Manager - Sales - Broking Firm (6-8 yrs)
This is regarding opening with a leading Broking Firm as a Wealth Manager
Designation: Wealth Manager
Experience: 6 - 8 years relevant work experience in a Wealth management/Private Banking platform.
Location: Mumbai/Delhi/Pune/Bangalore/Kolkata/Chennai/Hyderabad/Ahmedabad
Job Role:
- Responsible for carrying out an integrated plan that, after a thorough examination of the client's profile, tackles wealth generation, preservation, and enhancement for private clients.
- Present the full range of products to current customers and help them expand their holdings in the areas of mutual funds, PMS/AIF strategies, structures, alternative assets, direct equity, unlisted opportunities, and company or consumer asset/loan products.
- Provide clients with solutions according to their investment profile after consulting the product and research teams. reviewing customer portfolios on a regular basis in compliance with defined protocols and/or deadlines.
- Actively counsel and advise clients, educating them about investing possibilities and potential hazards, and outlining the many financial services that are offered.
