SENIOR WEALTH MANAGER

WealthVault Research and Analytics Pvt. Ltd.WealthVault Research and Analytics Pvt. Ltd. is a team of highly skilled professionals based in Chandigarh, dedicated to providing world-class investment services and solutions to investors in India and around the globe. We specialize in offering UHNI and HNI clients a comprehensive investment product suite supported by in-depth research and analysis. Our services include investment solutions across equity, fixed income, and alternatives, as well as risk analysis, insurance planning, investment planning, tax and estate planning, and retirement planning. Position Name: Senior Wealth Manager Experience: 6-15 Years Working days: Mon-Sat (2nd and 4th Sat off) Role Description This is a full-time on-site role for a Senior Wealth Manager at WealthVault Research and Analytics Pvt. Ltd. in Chandigarh. The Wealth Manager will be responsible for financial planning, investment management, managing investments, overseeing finances, and providing insurance planning services to clients. The role will involve developing personalized financial plans, analyzing investment options, and ensuring financial security and growth for clients. Key Responsibilities: Client Acquisition & Business Development New Client Acquisition Networking & Prospecting Onboarding & Fresh InvestmentsAUM Management & Growth Fresh Investments AUM Responsibility Portfolio DiversificationClient Relationship Management & Servicing Client Engagement Ongoing Client Servicing Quarterly Client MeetingsContinuous Learning & Knowledge Enhancement Stay Informed Product KnowledgeEthical Sales Practices & Data Security Avoid Mis-selling Confidentiality & Data Security Client Solutioning & Need-Based AdvisoryCustomized Financial Solutions Holistic Advisory Sales Target Achievement & Business Growth Meet Sales Targets Cross-Selling & UpsellingProfessional Conduct & Company Policies Dress Code & Professionalism Focus on Company Business Qualifications * Financial Planning and Investment Management skills * Experience in Investments, banking and Finance * Insurance knowledge * Strong analytical and problem-solving skills * Excellent interpersonal and communication skills * Relevant certifications such as CFA, CFP, or equivalent * Master's degree in Finance, Economics, or related field Requirements * 3+ years of Financial Services experience * 3+ years of experience in Sales

experience 12 working at a client of randstad india

null