Job Summary
A Wealth Management Executive is responsible for managing and growing client relationships by providing personalized financial planning, investment advisory, and wealth management solutions. The role involves understanding clients' financial goals, recommending suitable investment products, and ensuring long-term portfolio growth while maintaining regulatory compliance.
Key Responsibilities
- Develop and maintain relationships with high-net-worth and affluent clients.
- Assess clients' financial needs, risk tolerance, and investment objectives.
- Provide advice on investment products such as mutual funds, equities, bonds, insurance, and other wealth management solutions.
- Prepare and present financial plans, portfolio reviews, and investment recommendations.
- Monitor client portfolios and suggest adjustments based on market conditions and changing client requirements.
- Identify opportunities for cross-selling and upselling financial products.
- Acquire new clients through referrals, networking, and business development activities.
- Stay updated on market trends, economic developments, and regulatory changes.
- Ensure compliance with company policies and financial regulations.
- Maintain accurate client records and prepare periodic reports.
Required Qualifications
- Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related field.
- MBA (Finance) or relevant certifications preferred.
- Experience in wealth management, banking, financial advisory, or investment services.
- Knowledge of financial markets and investment products.
- Understanding of regulatory and compliance requirements.
Skills Required
- Strong relationship management and client servicing skills.
- Excellent communication and presentation abilities.
- Financial planning and portfolio management expertise.
- Sales and business development skills.
- Analytical and problem-solving abilities.
- Proficiency in MS Excel and financial software/CRM tools.
Experience
- 3–8 years: Wealth Management Executive / Relationship Manager.
Key Performance Indicators (KPIs)
- Assets Under Management (AUM) growth.
- Revenue generation from managed portfolios.
- Client acquisition and retention rates.
- Client satisfaction scores.
- Achievement of sales and investment targets.
Pay: ₹25,000.00 - ₹30,000.00 per month
Work Location: In person
