Organisation : Financial Hospital
Designation : Financial Planners/ Relationship Manager/ Wealth Advisors/ Wealth Management Trainees
Qualification : Not Mentioned
Job Location : Andheri, Mumbai
Website : https://www.financialhospital.in/careers.php
Financial Hospital Careers
Since 2004, Financial Hospital has successfully serviced each and every client’s from India or abroad
Related / Similar Jobs : Mr. Kitchen Pune Sales & Marketing Executive
Current Openings
1. Senior Financial Planners
Job Department : Wealth Management
Location : Andheri, Mumbai
Experience: 2 Years minimum
Salary: Up to 12 lakh (plus attractive incentives and quarterly bonuses.)
Job Specific Knowledge & Skills:
** Candidate must have hands on experience and knowledge of financial advisory and wealth management (Minimum 2 years).
** Should have thorough knowledge of equity markets, debt market, economic outlook and various wealth products.
** Should possess excellent communication and interpersonal skills.
** Should have analytical approach to advice clients.
** Should be tech savvy to use tools for related functionalities.
** Should possess exceptional organizational skills.
Job Description:
** Acquisition of elite class, UHNI customers via seminars, webinars and corporate tie-ups.
** Research and analysis on current portfolios and prepare review strategy and plan for existing clients.
** Analysis and create indepth Financial Plan and cash flows on the basis of client’s goals, risk appetite, time horizon etc. and increase Financial planning penetration in existing as well as new clients.
** Manage business budgets, client acquisition and customer satisfaction.
** Provide consultancy relating to Financial Planning, Tax Planning, Retirement Planning, and Investment Planning, Estate Planning and other incidental and allied services.
2. Relationship Manager
Job Department : Wealth Management
Location : Andheri, Mumbai
Experience: 2 years minimum
Salary: Upto 20lacs pa
The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
Job Specific Knowledge & Skills:
** Relationship Managers with prior experience working in a Private bank/wealth management set up is must.(2 years minimum)
** Handle and manage clients for all sorts of investment needs.
** Experience of advising clients across asset classes.
** Strong analytical skills and ability to work in teams.
** Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability)
Job Description:
** The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
** Maintaining client relationships and generate AUM from preferred clients.
** Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
** Track the Affluent & Super Affluent Client segment in the market for new client acquisition
** To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
** To conduct and assist in organizing seminars, workshops and other business development activities
** Compensation – Competitive package along with attractive incentives and quarterly bonuses! Earning Potential upto 20lacs pa
3. Senior Wealth Advisors
Job Department : Wealth Management
Location : Andheri, Mumbai
Salary: Upto 20lacs pa
The wealth advisors will be the one point contact for the HNI and affluent clients. They are expected to take complete ownership of the clients requirements related to all key financial aspects like plan creation, portfolio management, personal taxation and estate planning either by self or by liasoning with relevant departments within the company.
Job Specific Knowledge & Skills:
Candidate with experience with at least ONE of the following should only apply:- Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, Wealth Management with product experience in Mutual Fund, Insurance, Fixed Deposits, SIP, Fixed Income, Life Insurance, General Insurance, PMS.
Job Description:
** Conducting 360-degree Financial Assessment, Wealth Management Services and by doing portfolio rewiring of the various client segment.
** Formulating strategies for expanding the client base by providing investment advice to the clients.
** Maintaining long-term relationships with existing/new clients for increasing the Asset Under Management(AUM) for the company
** Responsible for cross selling various financial products like Insurance (Life, General), Mutual funds, Bonds, PMS etc to the existing set of customers and building depth within the existing relationships.
** New client acquisition – acquiring clients through networking, database, market intelligence or reference from existing clients.
** Compensation – If you have the right skills, compensation won’t be a worry!! Earn upto 20lacs pa!!
4. Wealth Management Trainees
Job Department : Wealth Management
Location : Andheri, Mumbai
Experience: Prior experience in Financial Industry would be an added advantage.
Job Specific Knowledge & Skills:
** Candidate must be aware of basic concepts of asset allocation and wealth management
** Should have basic knowledge of equity markets, debt market, various wealth products
** Candidate should have a keen interest to be updated in overall economic outlook
** Should possess excellent communication and interpersonal skills.
** Should have analytical approach to advice clients.
** Should be tech savvy to use tools for related functionalities.
** Should possess exceptional organizational skills.
Job Description:
** Acquisition of elite class, UHNI customers via seminars, webinars and corporate tie-ups.
** Research and analysis on current portfolios and preparation of review strategy and plan for existing clients.
** Analyse and create indepth Financial Plan and cash flows on the basis of client’s goals, risk appetite, time horizon etc. and increase Financial planning penetration in existing as well as new clients.
** Manage business budgets, client acquisition and customer satisfaction KPIs.
** Provide consultancy relating to Financial Planning, Tax Planning, Retirement Planning, and Investment Planning, Estate Planning and other incidental and allied services.
** Please note suitable training will be provided.
How To Apply?
Apply Online : https://www.financialhospital.in/careers.php