Wealth Manager

Job Description:Wealth Manager Role

Incentives & Bonus

Applicable based on performance

Preference

BFSI

Skills Required: We're looking for candidates:

With a strong understanding of financial products.

Committed to providing personalized solutions to clients.

Great at listening and problem-solving.

High level of integrity and passionate towards customer service.

Responsibilities:

oIdentify and pursue sales opportunities on leads provided by the in-house team and generate additional leads through self, referrals, and cold calling.

oConduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current asset allocation.

oNurture client relationships and address clients questions regarding financial plans and strategies.

oAnalyze clients requirements and recommend the most suitable combination of financial solutions offered by UPONLY to meet their short-term and long-term financial needs holistically and securely.

oEstablish and maintain strong client relationships, providing ongoing support, regularly reviewing investments for potential reassessment, and keeping clients informed about updates.