Affluent Wealth Manager
- tation Enterprise Llp
- 10 Positions
- Ahmedabad
- 2 months ago
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Job Description
- The Affluent Wealth Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
- Maintaining client relationships and generate AUM from preferred clients.
- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
- Candidate with prior experience of working in a Banking/ Wealth Management/ Broking set up.
- Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
- Experience of advising clients across all asset classes.
- Candidates having good vintage in their present as well as previous companies.
Roles & Responsibilities:
Pre-Requisites:
Employement Category:
Employement Type: Full timeIndustry: Financial ServicesRole Category: Sales / BDFunctional Area: Not SpecifiedRole/Responsibilies: Affluent Wealth ManagerContact Details:
Company: tation Enterprise LlpLocation(s): Ahmedabad+ View Contact
Keyskills: wealth management mutual funds investment advisory portfolio management structured products hni client handling
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₹ 2 to 7 Yr
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