Wealth Manager

Designation/Role : Wealth Manager

Location : WFH

Working Days : 5 Days

Experience: 2 to 5 year(s)

Qualification : Any Graduation

A Wealth Manager is required to interact with customers for the most part of his/her day. The job also requires thorough financial and alternative investment sector knowledge in order to provide sound and reliable advice to clients. The major skills and competencies required are:

Excellent people management skills |  Client-driven with a strong focus on the quality of service

Strong interpersonal communication skills | An excellent understanding of financial planning, wealth management, Alternative investment & understanding client needs | Ability to analyse and research information | Ability to explain complex information clearly and simply

Responsibilities: 

• Excellent people management skills 
• Client-driven with a strong focus on the quality of service.
• Strong interpersonal communication skills.
• An excellent understanding of financial planning, wealth management, Alternative investment & understanding client needs. 
• Ability to analyse and research information 
• Ability to explain complex information clearly and simply

Requirements :

• Proven track record in call handling both inbound & outbound
• Must have B2C experience
• Must have basic knowledge of business financial products
• Strong phone presence and experience dialing dozens of calls per day
• Excellent verbal and written communications skills
• Strong listening and presentation skills
• Ability to multitask, prioritize, and manage time effectively
• Prior work experience is Financial organisation preferred