Wealth Manager Job in Prudent Corporate Advisory Services Limited
Wealth Manager
Prudent Corporate Advisory Services Limited
4+ weeks ago
- Pune, Pune Division, Maharashtra
- Not Disclosed
- Full-time
- Permanent
Job Summary
Job Description:- Role:- Existing book and client relationship Relevant Experience of minimum 5-6 years In depth knowledge of various products of Wealth Management. Knowledge of relevant Taxation applicable to the Wealth Management. Good oral and written communication Skills Presentable
- Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, Bonds, Structured Products, equity, AIF, Real Estate, Life insurance, General Insurance etc.
- Responsible for business development through the acquisition of ultra high net-worth clients.
- Responsible for identifying customer needs and assessing their risk appetite.
- Responsible for achieving targets based on acquisition and revenue generation through all investment products.
- Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
Requirements:-
Experience Required :
5 to 6 Years
Vacancy :
2 - 4 Hires
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