Wealth Manager Resume Examples

wealth manager

  • Developing customer base and establishing long term relationship with an assigned clientele portfolio.
  • Managing the total wealth of client by matching the financial and investment product solutions to their financial needs.
  • promoting our premier service to potential customers,exploring their needs and making referrals to other business units where appropriate.
  • Supporting branch improvement inititives providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance.

wealth manager

  • Working along with the team of Wealth department of ICICI Bank which includes the client base of high net worth individuals. 
  • Handling of financial portfolio of HNI clients and managing their investments. 
  • Evaluation of clients need and accordingly providing them with the Investment. 
  • Pitching of the products like Mutual Funds, Insurance, Loans, Fixed Deposits etc to the clients according to their requirement. 
  • Handling a base of 355 HNI clients. 

wealth manager

  • Financial and retirement planning for individuals focusing on capital preservation and holistic growth which is driven by cash flow analysis.
  • Investment selection and management for individuals, trusts and companies.
  • Externalisation of capital from South Africa to various other markets internationally.
  • Investment structuring domestically and internationally – trusts, companies and various other juristic entities.
  • Client growth and management.
  • Reporting, feedback and analytics on performances of the various investments. 

wealth manager

  • Managing client’s Investments and return expectations.
  • Doing 3 monthly reviews of investment performance and advising clients of new developments in the markets and how it will effect them.
  • Advising clients to hold or sell shares.
  • Gaining new accounts through prospecting and referrals.
  • Estate planning and Tax implications

wealth manager / customer relationship manager

  • Meeting and consulting with clients. assessing their needs and offering a tailored solutions. 
  • Conducting in home presentations .Creating custom presentations for individual client needs. as well as  for product (off plan property sales)
  • Discussing tailored financial solutions for individual clients. 
  • processing loan application.Entering data into CRM software. 

wealth manager

  • Meet annual goals/budgets set by manager.
  • Onboarding new clients.
  • Market a full range of wealth management products and services in a diversified manner to existing and new clients.
  • To maintain sales quality and compliance.
  • Maintain good level of knowledge of the bank’s system and regulatory enviroment.

wealth manager

  • Meet annual goals set by the Manager.
  • Develop new and existing Relationships.
  • Market a full range of Wealth Management products and services in a diversified manner to existing and new clients.
  • Maintain communications with clients to assess their needs and risk profile,advise on appropriate investment mix.
  • Cultivate and manage relationships with other areas of the bank to promote cross selling..
  • Maintain good level of knowledge of the bank’s systems and regulatory environment
  • Ensure Compliance with Bank’s Policies and regulatory requirements,in particular with regards to the KYC responsibilities and duties 

wealth manager

  • Checking supporting documents for compliance.