Affluent Wealth Manager @ tation Enterprise Llp

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Affluent Wealth Manager

tation Enterprise Llp
10 Positions
Ahmedabad
6 days ago
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Job Description

Roles & Responsibilities:

The Affluent Wealth Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
Maintaining client relationships and generate AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.

Pre-Requisites:

Candidate with prior experience of working in a Banking/ Wealth Management/ Broking set up.
Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
Experience of advising clients across all asset classes.
Candidates having good vintage in their present as well as previous companies.

Employement Category:

Employement Type: Full time
Industry: Financial Services
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Affluent Wealth Manager

Contact Details:

Company: tation Enterprise Llp
Location(s): Ahmedabad

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Keyskills: wealth management mutual funds investment advisory portfolio management structured products hni client handling

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Your name (*)

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Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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