Talent Acquisition - Executive at SRV Headhunt Pvt. Ltd
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Wealth Relationship Manager - Sales - Investment Bnk (4-10 yrs)
Key Responsibilities:
Client Relationship Management:
Cultivate and maintain strong relationships with high-net-worth clients.
Understand clients' financial goals, risk tolerance, and investment preferences.
Portfolio Management:
- Develop and implement effective investment strategies tailored to individual client needs.
- Monitor and analyze market trends, economic indicators, and investment opportunities.
- Regularly review and adjust client portfolios to ensure alignment with financial objectives.
Financial Advisory:
- Provide expert financial advice on wealth management, tax planning, and estate planning.
- Stay abreast of industry regulations and market developments to offer informed guidance.
Client Education:
- Educate clients on various investment products, market dynamics, and risk factors.
- Conduct periodic reviews and performance discussions to keep clients well-informed.
Cross-functional Collaboration:
- Collaborate with internal teams, including research analysts and financial planners, to enhance client offerings.
- Work closely with the compliance team to ensure adherence to regulatory requirements.
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