Alliance Recruitment Agency·19 months ago
19 months ago
Wealth Manager
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What you'll do
- Deliver exceptional client experiences, particularly in financial planning and advisory services.
- Manage and sustain long-term client relationships.
- Perform portfolio management and investment advisory duties.
- Execute client acquisition strategies.
- Handle HNI (High Net Worth Individual) client portfolios.
What they're looking for
- Undergraduate/Postgraduate degree in Finance/Banking or related field.
- 2-4 years of experience in Wealth Management and Client Management.
- Proficiency in MS Office and CRM systems.
- Strong ethical standards, with a client-focused attitude.
- Excellent communication skills, with the ability to build and sustain long-term relationships.
- Attention to detail and strong problem-solving skills.
- Proven ability to deliver exceptional client experiences, particularly in financial planning and advisory services.
- Self-motivated, disciplined, and capable of working independently.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Requirements:Undergraduate/Postgraduate degree in Finance/Banking or related field.2-4 years of experience in Wealth Management and Client Management.Proficiency in MS Office and CRM systems.Strong ethical standards, with a client-focused attitude.Excellent communication skills, with the ability to build and sustain long-term relationships.Attention to detail and strong problem-solving skills.Proven ability to deliver exceptional client experiences, particularly in financial planning and advisory services.Self-motivated, disciplined, and capable of working independently.Key Skills :-Wealth ManagementPortfolio ManagementClient AcquisitionInvestment AdvisoryHNI Client HandlingFinancial Advisory
Company
Alliance Recruitment Agency
Bengaluru, India
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