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