AddressWealth (RM) - Financial Advisor & Portfolio Manager, Wealth Relationship Manager, Financial Advisor, Portfolio Manager
Are you an experienced Wealth Manager with a passion for providing exceptional financial advisory services to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs)? We are seeking a dynamic and results-driven Relationship Manager to join our team in Pune. As a Relationship Manager - Wealth Management, you will play a pivotal role in understanding and addressing the unique financial needs of our clients, guiding them towards achieving their financial aspirations through strategic portfolio analysis and tailored investment solutions.
Key Responsibilities:
- Cultivate Strong Client Relationships:- Develop and maintain robust relationships with HNI and UHNI clients, serving as their trusted advisor in navigating the complexities of wealth management.
- Sales and Business Development:- Drive business growth by proactively identifying opportunities and generating referrals to meet sales targets, while offering a comprehensive suite of financial products and services including mutual funds, life & health insurance, and structured wealth products.
- Portfolio Management:- Manage and review client portfolios, ensuring alignment with their financial objectives through regular performance monitoring and portfolio rebalancing.
- Financial Planning Consultation:- Provide expert consultancy on Financial Planning, encompassing areas such as Retirement Planning, Tax Planning, and Goal-based Investing, to assist clients in making informed decisions.
Required Skills and Qualifications:-
- Minimum 3 years of experience in wealth management or financial services, with a proven track record of client acquisition and portfolio management.
- Thorough understanding of financial markets, investment products, and wealth management principles.
- Proficiency in financial analysis tools, portfolio management software, CRM systems, and MS Office suite.
- Exceptional interpersonal skills with the ability to build trust and rapport with clients.
- Strong analytical and problem-solving abilities with a results-oriented mindset.
- Excellent verbal and written communication skills, capable of explaining complex financial concepts in a clear and concise manner.
- Commitment to integrity, ethical conduct, and compliance with regulatory guidelines.
