wealth manager Jobs in Ghaziabad - Myra & Co.
Job Description
- Manage and supervise the businesses as per organization's standard and objective.
- Acquire and manage HNI / Ultra-HNI clients across business lines and assist them in managing their wealth across various asset classes
- Build credible & long term relationships with clients by setting highest standards of business ethics and value added financial advisory services
- Work closely with clients for creation and implementation of their financial plans Monitor financial market trends to ensure that plans are effective, and to identify any necessary portfolio updates.
- Sell financial products such as bonds, fixed deposits, mutual funds, loans and insurance.
- Adhere to company's policy, advising products as per client suitability matrix & communicate clearly costs and risks in the suggested products.
- Prepare and interpret for client’ information such as investment performance reports, financial document summaries, and income projections.
- Give corporate presentations on financial planning and wealth management.
- Research and investigate new investment opportunities to determine relevance for clients.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- A deep understanding / inclination towards financial advisory business process.
- Proven people, business and project leadership & negotiation experience.
- Possesses strong knowledge of process development and management, strong sense of personal accountability, problem solving, and creativity, and excellent communication, relationship and organizational skills.
- Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints.
- Candidates with 0-3 yrs of relevant experience in banking/wealth/equity.
- Must be a Finance/Business Graduate with a sound understanding of the financial terminologies & industry operations
Job Particulars
About Company
This is in reference to a challenging assignment with our organization which will not only offer a prospective candidate a platform for a meaningful career path with exemplary personal development but will also serve as a springboard for various future professional opportunities.
In continuation of the same, we are please to introduce ourselves as Myra & Co., a professionally managed & equipped organization, which came into existence in February ‘2011 with a clear commitment of establishing itself as an independent consulting firm in providing end-to-end solutions in financial domain with a strategic objective of emerging as a one-stop-shop for complete wealth management services. Within a short period of inception, we have been able to not only achieve but surpass hugely our stupendous growth targets established by the management which itself is a testimony of our recognition in this business space.
Capitalizing upon our vast enterprising skills blended with professional know-how spanning more than four decades & a thorough research-oriented business & market analysis, we differentiate ourselves by offering a value-based tailored financial solution ranging from Loans, Mutual Funds, Insurance, Realty, Bonds, Term Deposits, Stocks, Commodities etc. to highly complex & customized Portfolio Management Services with a clear intention of assisting our exclusive High Net-worth segment (HNI) in making prudent financial decisions through our expert, scientific & rational approach.
