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Associate Wealth Manager

1 - 6 yrs
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4,25,000 - 5,50,000 P.A. Openings: 1 Posted 31 days ago Job Applicants: 40 Job Views: 326

Job Description

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    Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.

    Answer clients' questions about the purposes and details of financial plans and strategies.

    Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

    Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

    Implement financial planning recommendations

    Manage client portfolios, keeping client plans up-to-date.

    Contact clients periodically to determine any changes in their financial status.

    Prepare investment performance reports, financial document summaries, or income projections.

    Recruit and maintain client bases.

    Investigate available investment opportunities to determine compatibility with client financial plans.

    Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.

    Monitor financial market trends to ensure that client plans are responsive.

    Recommend financial products, such as stocks, bonds, mutual funds, or insurance.

Salary: INR 4,25,000 - 5,50,000 P.A. High incentives over and above fixed

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Investment Banking

Role:Wealth Manager

Employment Type: Permanent Job, Full Time


Desired Candidate Profile

    Candidate should have knowledge and experience in the field of investment advisory / distribution, insurance, financial planning. CA / CFP / MBA Finance / CFA Level 1 cleared is preferred. Candidate should have good communication skills to build and maintain client relationships.


UG: Any Graduate - Any Specialization

PG:CA, MBA/PGDM - Any Specialization, Other

Company Profile:

V M Financial Services

The entity is engaged in the business of providing Wealth Management, Fundraising and Consulting services.
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Vishal Mangal Company Recruiter V M Financial Services Navi Mumbai

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