Wealth Manager

SMC Global Securities

1 to 4 yrs. Mumbai , Pune
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Posted on 24 Nov 2020

Job Description

Advising Affluent & HNI clients on their Investments across a gamut of wealth products and managing their overall financial portfolio. Deepening the wallet from existing clients
Manage client portfolios, keeping client plans up-to-date. Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services across asset classes
Seek to establish a level of trust and confidence with the client so that any financial need can be addressed and solutions offered.
Procuring the potential/target clients through networking, database, market analysis and references.
Achieving financial goals and maintaining organization brand value.
Ensure highest levels of customer service and experience to these HNI customers.

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