Senior Wealth Manager
Mumbai – 06/09/2024
Job Title
Senior Wealth Manager
Job Location – Mumbai
Company Name: Brew Wealth Pvt Ltd
Role: Senior Wealth Manager
Qualifications: 1-4years’ of client relationship experience
Work Experience (Years) *: 1-4 YEARS
Annual Salary Range: 2.5L to 4.5L (depending on work experience)
Location: Hiranandani Estate, Thane
Industry: Financial Services
Functional Area: BFSI & Investments
Job Description:
The ideal candidate will be responsible for gaining a deep understanding of the clients’ financial objectives and challenges and creating strategic recommendations based on this understanding. You will do so by building a strong relationship with clients and analyzing clients’ data. Essentially, you will act as the main point of contact to clients for their wealth management and family office needs.
Responsibilities:
- Dialogue with clients to understand their objectives and challenges
- Analyse clients’ data and provide strategic recommendations to clients
- Present value-proposition to clients
- Portfolio Management of High NetWorth Clients.
- Analysis of financial products
- Meeting clients and working with a team to deliver the best experience to clients.
Key Skills:
- Wealth
- Customer Relationship Management (CRM)
- Investment Advisory
- Wealth Management
- Financial Planning
- Mutual Funds
- Family Office
- Financial Advisory
- Investment Advisory Services
- Portfolio Management
