FREELANCER
WORK WITH STOCKEDGE
wEALTH MANAGER
We are looking to hire a Wealth Manager to analyze market trends and various business opportunities from a financial perspective. To excel in this role you should have an analytical mind and a keen understanding of how a business works in the real world not just on paper.
Wealth Manager Responsibilities:
- Prepare business activity reports, financial statements, and forecasts.
- Make sure financial legal requirements are met.
- Developing financial reporting systems.
- Find ways to reduce or maintain costs by studying financial reports and business process.
- Analyze market trends to discover business opportunities and maximize profits.
- Aid management in financial decisions.
- Maintain up to date financial system knowledge.
- Excellent communication skills
- A good team player
Wealth Manager Requirements:
- Investment banking, stock market analysis, business administration, or management consulting experience.
- Bachelor’s degree in finance or accounting.
- Strong Excel skills.
- Excellent ability to problem solve along with solid analytical skills, understanding of business process and systems optimization.
- Comfortable interacting with all levels of management in multiple areas.
- Strong knowledge of financial reporting.
- Ability to review data and make relevant management decisions.
- Strong financial system and business administration understanding.
WEALTH Advisor
We are looking to hire a Wealth advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy. To excel in this tightly regulated role you should already have the appropriate licenses and a deep knowledge of all the latest financial products on the market.
Wealth Advisor Responsibilities:
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Answering client questions about financial plans and strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients’ financial goals.
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
- Implementing financial plans or referring clients to professionals who can help them.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.
Wealth Advisor Requirements:
- Bachelor degree in business, finance or related field.
- 1-2 years of sales experience.
- MBA Finance / MBA Marketing preferred
- SEBI exam certificates – added advantage.
- Valid driver’s license.
- Knowledge of mutual fund, securities, and insurance industries.
- Proficient in Word, Excel, Outlook, and PowerPoint.
- Comfortable using a computer for various tasks.
- Experience providing quality financial advice.
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