Investment Counselor
Leading Client
- Posted: 2 months ago
- Openings: 10
- Applicants: 0
Job Description
Role & responsibilities
- The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
- Maintaining client relationships and generate AUM from preferred clients.
- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition
Preferred candidate profile
- Qualification : MBA, preference for CFP certified candidates
- Work ex: 5-10yrs in relevant field
- Experience of working as IC with wealth management teams
- Knowledge of MF/PMS/AIF products
- Understanding debt/equity markets and skills to analyze client data to develop strategies for meeting financial goals
- Individual Client management experience
More Info
Education
Any Graduate
Not Disclosed
Required Skills
PMS
Financial Analysis
investment banking
Investment Advisory
Client Management
CFP
Financial advisory
Broking
Contact Details
Leading Client
+91 987654567
contact@leadclient.com
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