Noida – www.wealthzi.com – 06/05/2022
Salary – Based on current CTC
Job Profile & Responsibilities
- To support wealth managers with best in class Financial advisory.
- Understand client needs & build custom portfolios with a range of products.
- Manage the investment portfolios of Top UHNI/HNI Clients consist of MF, PMS, AIF, Structures, LRS dollar based investing and other alternative investments.
- Do regular reviews with clients to understand their current & long-term needs and advise them on the services that help them achieve their goals.
- Present financial plans, portfolio reviews and new investment proposals to clients along with wealth managers.
- Continuously keep on researching with due diligence on new wealth ideas.
- Work with technology team members to drive automation and scale on advisory.
- MBA / 2 year PG Finance / Capital Mkt/ Full time from recognized university.
- Valid NISM XA & XB Certified.
- CWM Certification would be an added advantage.
Desired Candidate Profile
- Knowledge of working on financial plans, excel sheets & calculators, ppts etc.
- Minimum 5 year experience in working with financial intermediary.
- An excellent understanding of financial planning, wealth management, investment instruments.
- Ability to comprehend client needs and present a solution.
- Client-driven attitude with a strong focus on the quality of service.
- Strong communication and presentation skills.
- Ability to understand and present complex information clearly and simply.
- Adept at using technology tools.