Wealth Manager, Boutique Financial Advisory Firm

Kelly Services
  • Gurgaon
  • 10-16 lakh
  • 4-9 years
  • 173 Views
  • 20 Mar 2015
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  • Sales/ Business Development/ Account Management, Advisory

  • Banking - Retail
Job Description


- Responsible for client acquisition and managing the overall client relationship
- Responsible for overall performance of the team and goal achievement
- Work closely with clients for creation and implementation of their financial plans
- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
- Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.
- Research and investigate new investment opportunities to determine relevance for clients
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Sell financial products such as bonds, mutual funds, and insurance.
- Conduct seminars and workshops on financial planning topics
- Responsible for client acquisition and managing the overall client relationship
- Responsible for overall performance of the team and goal achievement
- Work closely with clients for creation and implementation of their financial plans
- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
- Prepare and interpret for clients information such as investment performance reports, financial document summaries, and income projections.
- Research and investigate new investment opportunities to determine relevance for clients
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Sell financial products such as bonds, mutual funds, and insurance.
- Conduct seminars and workshops on financial planning topics

- CA/ CFP/ MBA with 2-8 years experience in financial services industry
- A deep understanding of the financial advisory business process
- Proven people, business and project leadership & negotiation experience
- Possesses strong knowledge of process development and management, strong sense of personal accountability, problem solving, and creativity, and excellent communication, relationship and organizational skills
- Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints.


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Kelly Services