Senior Wealth Manage....
Senior Wealth Manager 8-12 LPA Sales Prefered
Posted on :
06-02-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2502960
As a Senior Wealth Manager your role will involve acquiring new customers through referrals organizing events & presentations and leads. You will be responsible for maintaining existing client relationships and growing AUM through active portfolio management asset allocation and financial/retirement solutions. Advising clients on their investment needs risk coverage and staying abreast of current financial and market trends will be crucial. Preferred candidates will have experience in handling wealth products distribution along with a problemsolving attitude excellent communication skills aptitude for fostering positive relationships teamwork leadership skills and a customeroriented mindset. Graduation is a must and NISM VA & IRDA Certification is preferred.
Candidate Qualifications:
We are looking for candidates with experience in handling wealth products distribution and a problemsolving attitude along with excellent communication skills and customeroriented mindset.
Required Skills:
- Wealth Management
- Distribution
- ProblemSolving
- Communication
- CustomerOriented Mindset
portfolio management,investment advising,leadership,insurance,market trends analysis,customer acquisition,presentation skills,teamwork,asset allocation,irda,wealth management,communication skills,relationship management,problem-solving
Employment Type
Full Time
Key Skills
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