Wealth Manager - Sales - Private Bank (5-10 Yrs) Chennai/Coimbatore (BFSI Sales)

- Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.- Conducting in-depth economic assessments to analyse clients current financial situations and identify areas for growth and improvement.- Developing personalised financial plans and investment strategies aligned with client s objectives and risk profiles.- Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.- Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients changing needs.- Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.- Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients.- Helping the company meet its financial objectives through personalised financial planning.- Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients. (ref:updazz.com)

Payroll Type : Permanent