Have the discipline to calendarize the preparation dates of plans to re-visit these plans again to do quarterly & yearly reviews
Accompany wealth managers with the objective of presenting these plans & engineer calls to action so that recommendations suggested in the plans are executed
Answer ongoing queries from clients as it relates to these financial plans.
Should have independently prepared detailed financial plans for HNIs in the past
Have the ability to extract data via conversation/email/In-person meeting with prospects/clients so that a robust financial plan can be prepared for them
Have exceptional analytical, presentation & negotiation skills to be able to present these plans to these prospects/clients when accompanying the wealth manager for these meetings
A persuasive and articulate communication style is helpful.
Have the self-confidence to be able to sit in front of very wealthy people & communicate with confidence
Should have worked with financial planning software & other financial tools in order to prepare financial plans
Should have a good understanding of concepts such as:
Cash flow analysis,
HLV & Other insurance concepts
Knowledge of General Insurance & Health Insurance
Wills & Trusts
Tax Sheltered Investments
Have the flexible mindset to accommodate changing client needs & special circumstances such as college tuition, growing families, change of income stream, stock options etc.
Keeping up with market trends and financial regulations/laws changes
Ability to use databases and conduct financial research, in addition to excellent math skills are will be valuable qualities.
Salary: INR 2,75,000 - 4,75,000 PA.
Industry:Banking / Financial Services / Broking
Functional Area:Financial Services, Banking, Investments, Insurance
Role Category:Investment Banking
Desired Candidate Profile
SMC Global Securities Ltd.
Recruiter Name:Shilpi Singh
Contact Company:SMC Global Securities Ltd.