Relationship Manager - Wealth Management

PAL TALENT SERVICES

client: an independent full service investment bank

domain: banking / financial services

salary: not a constraint for the right candidate

client: an independent full service investment bank

job description

• interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.

• answer clients' questions about the purposes and details of financial plans and strategies.

• recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

• analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

• implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.

• review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.

• manage client portfolios, keeping client plans up-to-date.

• contact clients periodically to determine any changes in their financial status.

• prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.

• explain to clients the personal financial advisor's responsibilities and the types of services to be provided.

• investigate available investment opportunities to determine compatibility with client financial plans.

• guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.

• monitor financial market trends to ensure that client

• Experience

  7 - 13 Years

• No. of Openings

  5

• Education

  B.Com, M.B.A/PGDM

• Role

  Financial Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office