Jobs

    Team Member, Private Wealth Management - india, India - Alan & Grant

    Alan & Grant
    Alan & Grant india, India

    3 weeks ago

    Default job background
    Description
    Job Description
    Our Client is a private investor. They partner with their high-net-worth clients to build and manage their wealth with tailored investment solutions that speak to their needs.
    Job Summary
    Responsible for acquiring and driving Wealth procurement. The responsibilities of Private Wealth Managers include Relationship management, Wealth Marketing, and Financial Analysis. To be successful as a Private Wealth Manager, you should be able to interpret quantitative and qualitative data, possess strong marketing, sales, and negotiation skills, and you should have superior knowledge of wealth management.
    Responsibilities
    • Analyze financial information.
    • Cultivate existing client relationships.
    • Develop Wealth Marketing and Sales strategies.
    • Manage Assets and client portfolios.
    • Compliance and Risk Averse
    • Business Development
    • Grow FUM
    Requirements
    • Degree in Finance, Economics, Management, or related fields.
    • Minimum 4 years related experience in Financial Services
    • Relationship Management
    • Excellent Communication
    • Adaptability and Perseverance
    • Ability to understand complex information
    • Knowledge of Finance
    • Analytical Thinking
    • Strong numerical skills
    Requirements
    Bachelor's degree in business, finance, or a related field Minimum of 2-3 years of experience in sales, preferably in the financial services industry Proven track record of success in achieving sales targets Excellent communication, interpersonal, and presentation skills Strong analytical and problem-solving skills Ability to work independently and as part of a team Proficient in Microsoft Office Suite
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