Job Opening For The Position Of Wealth Manager Job In Pal Talent Services Llp In Bengaluru / Bangalore

HI,Greetings from PAL Talent ServicesAs per your naukri profile we have job opportunity for the position of Wealth Manager role, based in Bangalore Location : Bangalore, Residency Road Job description is for below for your reference Please go through this to understand better Kindly find the JD below PRIVATE BANKING We do risk profiling and see what is the exposure clients have in investment and their risk appetite Suggest investment plan / strategy accordingly.

We also offer Bespoke services We advise under PMS model Allegro follows fee based model While Allegro has PMS license we also offer non Allegro PMS like Motilal Oswal, Kotak, ICICI etc It can be PMS products, Mutual funds or even third party products.

We charge management fees (07 - 09%) of the AUM and performance fees is 10% on their total returns WEALTH MANAGEMENT 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 plans are responsive Recommend financial products, such as stocks, bonds, mutual funds, or insurance Meet with clients' other advisors, such as attorneys, accountants, trust officers, or investment bankers, to fully understand clients' financial goals and circumstances Devise debt liquidation plans that include payoff priorities and timelines RegardsSuma GururajPAL Talent ServicesBangalore

Pal Talent Services Llp is looking for .

Pal Talent Services Llp is looking for Any Graduate / Post Graduate profile candidates.