Wealth Relationship Manager

Weekday AI

  • Hyderabad, Telangana
  • Rs. 6,50,000-9,50,000 per year
  • Permanent
  • Full-time
  • 16 days ago
  • Apply easily
This role is for one of Weekday’s clients
Salary range: Rs 650000 - Rs 950000 (ie INR 6.5-9.5 LPA)
Min Experience: 5 years
Location: Hyderabad, Bengaluru, Ahmedabad, Delhi, Pune
JobType: full-timeRequirementsThe ideal candidate will bring their financial expertise and establish long-lasting relationships with clients while contributing to our mission of helping individuals achieve their economic aspirations.We offer a competitive compensation package, an attractive commission structure, comprehensive health benefits and a collaborative work environment.Objectives of this role
  • Assisting Investment councillors/Business head in overseeing the implementation of investment strategies.
  • 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. 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.
Required skills and qualifications
  • MBA /bachelor's degree in finance, economics, business administration or a related field.
  • 5 to 8 years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.
  • Understanding of financial markets, investment products, and wealth management principles.
  • Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.
  • Excellent interpersonal skills and the ability to build trust and rapport with clients.
  • Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.
  • Exceptional verbal and written communication skills in explaining complex financial concepts to clients.
  • Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.
  • NISI V-V certified · Additional qualification PMS, IRD/CFP

Weekday AI