Wealth Manager

Epsilon Consultant

JOB RESPONSIBILITIES:

� The relationship manager responsibilities include bringing in AUM, on boarding new clients, generating revenues and guiding senior executives in making sound business decisions.

� Dealing with products such as mutual funds, PMS, AIF, Insurance and Bonds.

� Have excellent communication skills and feel comfortable reaching out to potential clients to demonstrate our services and products through email and phone.

JOB ROLES

� Create customized financial plans based on investment goals, risk, and performance.

� Manage investment portfolios, make investment decisions, and monitor asset performance.

� Minimize tax liabilities through tax-efficient investments.

� Build and maintain strong client relationships on behalf of their organization.

� Strong grasp of different types of asset classes, including MF, AIF, PMS, Insurance, and other structured products.

� Familiar with financial and compliance regulations and fiduciary responsibilities

QUALIFICATIONS:

� Master's degree in Finance, MBA or equivalent qualification

� Minimum of 5-15 years of experience in Wealth management

� Proven track record of success in a similar role

� Excellent leadership, organizational, and communication skills

� Strong knowledge of products and taxation.

� Ability to identify and mitigate risks and make sound business decisions.

� Candidates with IRDA, NISM-VA certification will be preferred.

� Familiar with financial and compliance regulations and fiduciary responsibilities

• Experience

  3 - 9 Years

• No. of Openings

  3

• Education

  Any Master Degree, M.B.A/PGDM, M.Com

• Role

  wealth manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office