Sr Financial Planners / Wealth Manager Key Skills Candidate must have hands on experience and knowledge of financial advisory and wealth management (Minimum 2 years).
ï · Should have thorough knowledge of equity markets, debt market, economy outlook and various wealth products.
ï · Should possess excellent communication and interpersonal skills.
ï · Should have analytical approach to advice clients.
ï · Should be tech savvy to use tools for related functionalities.
ï · Should possess exceptional organizational skills.
Job Description - ï · Acquisition of elite class, UHNI customers via seminars, webinars and corporate tie-ups.
ï · Research and analysis on current portfolios and prepare review strategy and plan for existing clients.
ï · Analysis and create indepth Financial Plan and cash flows on the basis of client s goals, risk appetite, time horizon etc.
and increase Financial planning penetration in existing as well as new clients.
ï · Manage business budgets, client acquisition and customer satisfaction.
ï · Provide consultancy relating to Financial Planning, Tax Planning, Retirement Planning, and Investment Planning, Estate Planning and other incidental and allied services.
Skills : - Customer Acquisition, Sales and Communication Skills