Wealth Manager Sales Investment/trading Product (2 10 Yrs) Vadodara/baroda/mumbai (bfsi Sales)
Job Description
- Organise client meetings to discuss financial goals, risk tolerance and investment preferences.- Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning.- Monitor and review clients\' financial progress regularly, ensuring alignment with their objectives and making adjustments.- Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.- Evaluate investment opportunities, considering factors like risk, return potential and liquidity.- Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.- Create detailed financial plans, including cash flow projections, retirement planning, and tax optimisation strategies.- Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients\' objectives.- Collaborate with internal teams to coordinate complex financial transactions, such as estate - transfers and charitable giving.- Participate in industry conferences and seminars to expand knowledge and network with potential clients. (ref:updazz.com)
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Job Detail
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Job IdJD3343080
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationMumbai, Maharashtra, India
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EducationNot mentioned
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ExperienceYear