LAST DATE FOR REGISTRATION 23-1-2014 BEFORE 4 PM
DESIGNATION : WEALTH ADVISOR
CTC : 3 LPA
JOB SPECIFICATIONS REQUIRED:
Qualifications:
1.
An
MBA (finance or marketing) Degree holder or focused education in financial
planning/wealth management
2.
Other
qualifications like CFP will be an advantage
3.
2-5
years of relevant work experience in the financial industry preferred.
Desired Skill Set:
1.
Ability
to inspire trust and confidence in clients
2.
Ability
to engage clients in meaningful conversations about their finances and take
active interest in their financial well being
3.
A
thorough understanding of financial markets, their behavior, movements and
expectations with respect to market
4.
Ability
to process several inputs provided by research team and other sources and apply
them to the specific context of several clients – thus generating insights for
clients
5.
Excellent
oral and written communication skills with clarity of thought, speech and
expression
6.
Excellent
interpersonal skills
7.
Ability
to travel domestically and internationally if required for NRI clients
8.
Good
Analytical Skills
ROLE &
RESPONSIBILITIES:
The wealth advisor
will have to undertake the following responsibilities:
§ To prospect,
acquire and retain clients
§ To achieve
budgeted targets in terms of number of clients/volume of business & assets.
§ To research,
investigate and update themselves on available investment
opportunities/financial market trend to determine whether they fit into
clients’ portfolios
§ To understand
clients’ needs & requirements and accordingly position products &
services
§ To coordinate
with product and research team for taking investment decision for the clients
§ To recommend
strategies clients can use to achieve their financial objectives, including
specific recommendations in such areas as cash management, insurance coverage
other than investment planning also to ensure a one-point relationship for the
client
§ To contact
clients periodically and determine if they are satisfied with the service and
returns generated. Also, to review their investment needs to determine whether
market changes, life changes, economic changes, or financial performance
indicate a need for portfolio reassessment
§ To provide
various investment performance reports and summaries to the clients
§ To build and
maintain client bases, along with relevant comments/remarks for future
reference
§ To guide
clients in the gathering of information/documents required such as bank account
records, income tax returns, life and disability insurance records, pension
plan information, and wills, etc.
§ To conduct and
assist in organizing seminars, workshops and other business development
activities
§ To prepare the
MIS reports in the specified formats
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