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Senior Relationship Manager@Etica Wealth Management

Company Name Etica Wealth Management
Location Churchgate, Mumbai, India
Job Type Senior Relationship Manage
Job Description

Company Profile : 

Etica Wealth Management Private Ltd. is a Financial Planning and Wealth
Management company. We cater to more than 500 families involving Financial Planning,
Investment Advisory, Risk Management, Portfolio & Wealth Management etc with AUM over
Rs 750 Crore. We believe in a simple approach – ‘Advise clients only those actions which we
implement for our own portfolio’. Also, we firmly believe that “every client is unique & every
plan has to be unique”. We strive to be the client’s most trusted advisor by being transparent
& focused on clients’ primary interests.
 

Job Description : 

• Client Meeting: Maintain relationship of Existing Client book and add new clients,
Implement and Monitor their financial plan and being one stop solution for their
financial needs.
• Preparation of Financial Plan: Collect all documents from Client and prepare and
update financial plan on regular basis.
• Operation: Discuss with Client on the transaction for the Client and able to execute
transaction online through transaction platform
• Review of Client Portfolio: Regular meeting and monitoring of Client portfolio and
review it every quarter.
 

Candidates Profile :  

ü Graduate in any discipline with CFP Degree with 3 years of experience in Financial
Planning and Client Handling
ü Oral and written communication skills in English
ü Efficient at MS Excel
ü Comfortable with use of technology

 

Salary :  As per industry standards, negotiable for the right candidate.

Interested candidates can mail their updated

resumes at “Placement@fpa.edu.in” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 22/11/2019

CONTACT US

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