Wealth Manager

Building Services Design & Energy Institute - MEPa2z; Dadri; On-site; INR 800,000 - 1,500,000; Full time

Job summary

Building Services Design & Energy Institute - MEPa2z is seeking a dedicated Wealth Manager to join our team in Uttar Pradesh, Dadri. The role focuses on building strong client relationships and delivering tailored financial plans.

You'll provide expert investment guidance, including mutual funds, manage portfolios, assess risk, and stay updated on market trends and regulations such as NISM. The ideal candidate holds relevant certifications and excels in client service for high-net-worth clients.

Qualifications

• Strong knowledge of wealth management principles and practices.
• Experience with mutual funds and portfolio management.
• Excellent relationship management skills, especially with high-net-worth clients.
• Proficiency in financial planning and investment strategies.

Responsibilities

• Build and maintain strong relationships with clients, understanding their financial needs and objectives.
• Provide expert advice on investment opportunities, including mutual funds and other financial products.
• Conduct thorough portfolio management, ensuring optimal asset allocation and risk management.
• Stay updated on market trends and regulatory changes, particularly those related to NISM.

Skills

Wealth management

Portfolio management

Client relationship

Financial planning

NISM certification

Job description

We are seeking a dedicated and knowledgeable Wealth Manager to join our team in Uttar Pradesh.

Key Responsibilities:

• Build and maintain strong relationships with clients, understanding their financial needs and objectives.
• Provide expert advice on investment opportunities, including mutual funds and other financial products.
• Conduct thorough portfolio management, ensuring optimal asset allocation and risk management.
• Stay updated on market trends and regulatory changes, particularly those related to NISM (National Institute of Securities Markets).
• Prepare and present financial plans and investment proposals to clients.
• Collaborate with other financial professionals to deliver comprehensive wealth management solutions.

Required Skills:

• Strong knowledge of wealth management principles and practices.
• Experience with mutual funds and portfolio management.
• Excellent relationship management skills, particularly with high-net-worth clients.
• Proficiency in financial planning and investment strategies.
• Relevant certifications such as NISM will be an advantage.