Financial Advisor

JITO; Hinoba-an; On-site; PHP 796,000 - 1,327,000; Full time

Job summary

AUM Capital Market Private Limited Mumbai is seeking a Wealth & Relationship Manager to advise and sell a range of wealth products to Ultra High Net Worth and institutional clients. The role focuses on 360-degree financial planning, client acquisition, asset allocation, and maintaining ongoing client relationships.

You will build portfolios, assess risk profiles, and present MIS and performance reports to senior management, while ensuring regulatory compliance and adherence to internal

Qualifications

• Experience in 360-degree wealth planning and client advisory.
• Ability to manage relationships with HNI/UHNIs and institutional clients.

Responsibilities

• Advising and selling wealth products to HNI/UHNIs and institutional clients (PMS, MF, Direct, Pvt Equity, NCDs, Bonds, FDs, AIF).
• Acquiring new clients, activating inactive ones, and maintaining client retention.
• Prepare and present MIS, forecasts, and performance reports to senior management.
• Ensure compliance with regulatory standards and internal policies.

Skills

Wealth & Relationship Management

Wealth Management

Job description

AUM Capital Market Private Limited Mumbai Posted 11 months ago Updated 2 months ago

Job Type: FullTimePermanent

Work Mode: Onsite

Experience: Management

Travel Requirements: Client visits

Skills:

Wealth & Relationship Management

Wealth ManagementThe primary responsibility of WM will be to: 360-degree Financial planning, Advising/selling Ultra High Net Worth Clients and institutional clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF. Acquiring New Clients, activation of inactive clients, client retention and client servicing. Competitive landscape understanding (Competitor activity, new product development), Sales promotions to increase client base Build, lead, manage and drive productivity of high-performing Relationship managers while setting KPIs, conduct reviews, and implement corrective actions to meet targets. Present regular MIS, forecasts, and performance reports to senior management while ensuring adherence to regulations and internal compliance standards.

Responsibilities

Advising, selling Ultra high Net worth Clients on various assets viz.PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.Asset allocation, financial planning and risk management according to client risk profile. Acquiring New Clients, activation of inactive clients, client retention.360-degree Financial planning of HNI, UHNI and Corporate clients.Analyzing Risk profile of clients and pitching the right product.Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP.Successfully developing and maintaining clients’ relationship. Understanding capital market scenarios and knowledge of Wealth.Managing and building financial relationship with new HNI clients and Corporates, build portfolios of HNI clients. Competitive landscape understanding.Competitor activity, new product development.Sales promotions to increase client base. Client servicing.