Bangalore Rural

Job Views:

Created Date: 2025-07-11

Experience: 2 - year

Salary: upto 10

Industry: 24

Openings: 1

Job Title: Wealth Manager

Location: Iritty, Kannur-Kerala

Responsibilities:

Build and manage relationships, identify, and cultivate potential leads.
Assess client needs and objectives, and recommend suitable investment options.
Introduce alternative investment ideas and products to clients.
Coordinate with Service Managers to address and resolve client queries.
Develop and maintain strong relationships with clients, offering ongoing support and assistance.
Conduct regular reviews and feedback sessions with clients to ensure satisfaction.
Maintain a comprehensive database of client portfolios for periodic reviews and performance analysis.
Achieve overall objectives related to client acquisition and portfolio growth.
Collaborate with Financial Planners & Research Teams for client-facing reports and insights.

Requirements:

Undergraduate/Postgraduate degree in Finance/Banking or related field.
2-4 years of experience in Wealth Management and Client Management.
Proficiency in MS Office and CRM systems.
Strong ethical standards, with a client-focused attitude.
Excellent communication skills, with the ability to build and sustain long-term relationships.
Attention to detail and strong problem-solving skills.
Proven ability to deliver exceptional client experiences, particularly in financial planning and advisory services.
Self-motivated, disciplined, and capable of working independently.

Key Skills :-