Wealth Manager with a leading Stock Broking Firm Ahmedabad

ROLES & RESPONSIBILITIES: - He 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 To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. - To conduct and assist in organizing seminars, workshops and other business development activities. Desired Skill Set: - Ability to inspire trust and confidence in clients. Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. - A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. - 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 - Good oral and written communication skills with clarity of thought, speech and expression - Positive interpersonal skills - Good Analytical Skills .