About Us Established in 1994, AnandRathi is one of India’s leading financial services firm offering Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution services in the areas of equities, commodities, mutual funds, structured products, insurance, corporate deposits, bonds & loans to institutions, corporations, high-net worth individuals and families. The Anand Rathi Group is member of the Bombay Stock Exchange (BSE), National Stock Exchange (NSE), Multi-Commodity Exchange (MCX), National Commodity Exchange (NCDEX), Central Depository Services Ltd. (CDSL), National Securities Depository Limited (NSDL) and ARN holder. Wealth Manager Job Description Template We are looking for a wealth manager to be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments. To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills. Ultimately, a top-notch wealth manager should have superior knowledge of wealth management, good presentation skills, and an understanding of customer relations tactics. Wealth Manager Responsibilities: • To Develop & Manage Client relationships in order to enhance and acquire more AUM. • Align AUM as per Client’s Financial Strategy to reduce Risk, Cost, & Tax also to enhance desired returns & Volatility of the portfolio. • Review/Service portfolio to create a wow experience for clients. • On board new relationships - Client acquisition. • Conduct Marketing activities to increase no of clients managed. • Learn new skills and knowledge to service clients better. • To maintain full ethics in providing services and analysis. • Work closely with the product teams for delivering specialized advice Wealth Manager Requirements: • Degree in finance, economics, management, or related field. • Previous experience in financial services. • Must be analytical. • Able to understand complex information. • Strong mathematical skills. • Confidence. • Good presentation skills.