About the Role
We are seeking a dynamic and results-driven Wealth Manager/Relationship Manager to join our team. As a key member of our organization, you will be responsible for client acquisition and management, ensuring the delivery of exceptional financial advisory services.
Key Responsibilities:
1. Client Acquisition: Proactively identify and acquire high-net-worth clients through targeted outreach, networking, and referrals.
2. Financial Advisory: Provide comprehensive financial advisory services, including investment planning, portfolio management, and wealth preservation strategies.
3. Relationship Management: Build and maintain strong, long-lasting relationships with clients, understanding their financial goals and aligning our services to meet their needs.
4. Market Research: Stay abreast of market trends, investment products, and financial regulations to provide informed advice and recommendations to clients.
5. Portfolio Analysis: Conduct regular analysis of client portfolios, assess risk tolerance, and recommend adjustments to optimize performance.
6. Cross-selling: Identify opportunities to cross-sell other financial products and services offered by the organization to enhance client satisfaction and revenue generation.
7. Compliance: Ensure compliance with regulatory requirements and internal policies, maintaining a high standard of ethical conduct.
Qualifications:
- Bachelor’s degree in Finance, Business, or related field.
- Relevant certifications (e.g., CFP, AMFI VA) preferred.
- Proven experience as a Wealth Manager or Relationship Manager in the financial services industry.
- Strong understanding of investment products, financial markets, and wealthmanagement strategies.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively in a team-oriented environment.
Benefits:
- Competitive salary based on experience.
- Travel allowance.
- Opportunities for professional development and growth.
- Supportive and collaborative work environment.
How to Apply:
Interested candidates can send their resume to info@univestocapital.com with the subject line “Wealth Manager Application – [Your Name]”.