Wealth Manager

Wealth Manager

Location: Surat, Gujarat
Experience: 2+ Years
Job Type: Full-time
Industry: Financial Services / Wealth Management

Job Summary

We are looking for an experienced Wealth Manager to manage client relationships, understand financial goals, and provide suitable investment and financial planning guidance. The ideal candidate should have experience in wealth management, financial advisory, investment products, or a related financial services role.

Key Responsibilities

• Build and maintain strong professional relationships with existing clients.
• Understand clients' financial goals, investment preferences, and risk tolerance.
• Identify potential clients through professional networking, referrals, and business development activities.
• Assess client financial profiles and understand their investment requirements.
• Provide information and guidance related to relevant financial and investment products.
• Stay updated on financial markets, investment products, and market developments.
• Review client portfolios and provide appropriate recommendations based on their financial objectives and risk profile.
• Maintain regular communication and follow up with clients regarding their financial requirements.
• Ensure client interactions and advisory activities follow applicable regulations, compliance requirements, and internal processes.
• Coordinate with internal teams to ensure a smooth and professional client experience.
• Maintain accurate client records and documentation.
• Address client queries and provide timely support.

Required Skills & Qualifications

• Minimum 2 years of relevant experience in wealth management, financial advisory, investment advisory, relationship management, or a related field.
• Good understanding of financial products and investment concepts.
• Knowledge of financial markets and investment strategies.
• Strong client relationship management skills.
• Excellent verbal and written communication skills.
• Good analytical and problem-solving abilities.
• Strong attention to detail.
• Ability to understand client requirements and explain financial concepts clearly.
• Ability to work independently as well as collaboratively with a team.

Pay: ₹500,000.00 - ₹850,000.00 per year

Work Location: In person