WealthVault Research and Analytics Pvt. Ltd.
Website:
wealthvault.in
Job details:
Company Description
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.
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 Investments
AUM Management & Growth
Fresh Investments
AUM Responsibility
Portfolio Diversification
Client Relationship Management & Servicing
Client Engagement
Ongoing Client Servicing
Quarterly Client Meetings
Continuous Learning & Knowledge Enhancement
Stay Informed
Product Knowledge
Ethical Sales Practices & Data Security
Avoid Mis-selling
Confidentiality & Data Security
Client Solutioning & Need-Based Advisory
Customized Financial Solutions
Holistic Advisory
Sales Target Achievement & Business Growth
Meet Sales Targets
Cross-Selling & Upselling
Professional 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 added by the job poster
• 3+ years of Financial Services experience
• 3+ years of experience in Sales
• Master's Degree
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