Wealth Manager (Remote)

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