Senior Wealth Manager

Ocean Finvest

Bhopal5 yrs - 6 yrs expFull TimeIn Office7 - 8 LPA

Posted 3 months ago

Financial AnalysisPortfolio ManagementClient Relationship ManagementInvestment Strategy DevelopmentRisk ManagementRegulatory ComplianceMarket ResearchStrategic ThinkingAnalytical SkillsCommunication Skills

Job Description: Senior Wealth Relationship Manager


Job Location: Bhopal

As a Wealth Manager, you will be responsible for building, owning, and managing relationships with investors looking to invest in financial securities.


Key Responsibilities & Accountabilities

  1. Financial Planning and Portfolio Services
  2. Responsible for end to end client management by following the financial planning process, living and embodying the company’s core values of client centricity and empathy.
  3. Having fantastic, value creating & memorable conversations with clients every single day!
  4. Responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options.
  5. Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions.
  6. Being a mentor, guide, counsellor and friend to your clients on their challenging journey towards long term wealth creation.
  7. Managing investment portfolios and making people ready to meet their financial goals by following the financial planning process.
  8. To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams.
  9. Being an advisor and not a sales person.
  10. Driving AUM by deepening existing relationships and building new relationships on self-source basis.
  11. Revenue Generation.
  12. Continuous learning, to be better equipped to face varied range of investors.
  13. Being the Face of the company for the investors, and the Voice of the investors for the company.


Opportunity to work in multiple financial products

  1. Mutual Funds
  2. IPO
  3. Secondary Market
  4. Unlisted Equity
  5. International Equity
  6. Bonds / Fixed Income Securities
  7. Tax Advisory
  8. Insurance (Life & General)
  9. PMS & AIF


Required Education, Skill Set & Knowledge

  1. Graduate / Post graduate – MBA Finance will have an advantage.
  2. Understanding of basic investment and financial concepts is essential.
  3. Should be a self-starter and proactive approach.
  4. Relationship-building skills.


Experience

  1. Senior Wealth Manager – 5 to 6 years of experience


Compensation

  1. CTC: ₹7 – ₹8 Lakhs per annum