Wealth Manager

This is the position with PCG vertical of IIFL securities ltd

Responsible to acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds, PMS, PE, Bonds, Structured Products and Broking

Developing new product ideas to improve revenue generation

Generate leads and develop prospects, network to identify referrals to new clients

Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan

Identify and execute on new business opportunities with existing clients

Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions

Regards

Syed