Wealth Manager

Company Profile

Innovative Financial Management (IFM) is an awarded financial advisory firm and has an impeccable record of wealth creation for its clients .With its consistent performance and quality of advice and services it has grown to one of the most trusted names in the country . It is IFMs desire to become a Globally Trusted, First Choice brand in the Financial services domain.

IFM has its presence across the country and is driven by a core team of dedicated and skilled professionals Our team comprises of best of industry to ensure that our research inputs and services standards are one of the best in the industry

Responsibilities

• Acquire and manage relationships with HNI clients.
• Understand clients financial goals, risk appetite and investment horizon.
• Ensure smooth onboarding of clients, including KYC and documentation as per SEBI norms.
• Construct and review of portfolio on regular basis.
• Address client queries related to performance, market outlook and portfolio changes.
• Increase client base by meeting new clients, taking references from existing satisfied clients and thereby building AUM.

Required Skills & Qualifications

• Candidate having client ownership.
• Good Communication Skills in English
• B. Com, B. Com (Hons.), BBA, BE
• M.Com (Finance / Accounting), MBA / PGDM (Finance)
• CFP (Certified Financial Planner), CWM (Chartered Wealth Manager)