Company: Waytogo Consultants
Location: Chennai, Tamil Nadu, India
Employment Type: Full-time
Description:
Key Responsibilities:
• Client Relationship Management:
• Build and maintain long-term relationships with high-net-worth clients by understanding their financial goals, risk tolerance, and personal circumstances.
• Conduct regular portfolio reviews and performance assessments to ensure that clients’ needs are being met and their financial goals remain on track.
• Serve as the primary point of contact for clients, addressing their questions, concerns, and financial needs.
• Financial Planning & Advisory:
• Develop comprehensive financial plans that include asset allocation, retirement planning, estate planning, tax strategies, and risk management.
• Provide personalized investment recommendations based on market analysis, client objectives, and risk tolerance.
• Advise clients on retirement planning, insurance products, tax strategies, and estate planning to optimize their wealth.
• Investment Management:
• Manage investment portfolios, including the selection of appropriate financial… products such as equities, bonds, mutual funds, and alternative investments.
• Continuously monitor market trends and economic conditions to adjust investment strategies accordingly.
• Ensure portfolios are diversified to manage risk and meet growth objectives.
• Risk Management & Compliance:
• Identify potential risks and suggest appropriate risk mitigation strategies.
• Ensure compliance with regulatory requirements and maintain up-to-date knowledge of changes in financial regulations and laws.
• Work closely with legal and tax advisors to provide holistic solutions for clients’ financial needs.
• Client Acquisition & Business Development:
• Identify and cultivate relationships with prospective clients through networking, referrals, and presentations.
• Present wealth management solutions to individuals, families, and business owners.
• Participate in community events and professional associations to expand the firm’s presence and brand
Source: LinkedIn
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