Wealth Manager - Mumbai Suburban, India - Dream TM Recruitment Solution

Description

The wealth advisor will have to undertake the following responsibilities:

Prospect, acquire and retain clients Achieve budgeted targets in terms of number of clients/volume of business & assets.

Research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios

Understand clients needs & requirements and accordingly position products & services

Coordinate with product and research team for taking investment decision for the clients

Recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client

Contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment

Provide various investment performance reports and summaries to the clients

Build and maintain client bases, along with relevant comments/remarks for future reference

To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.