Client Engagement Manager

About the job

Job Title: Client Engagement Manager

Experience: Minimum 3 years

Location: Gurgaon

Company Overview:

Primedin Wealth (प्रीमेडिन) is a leading wealth management firm, specializing in providing comprehensive financial solutions to high-net-worth individuals and families. We are committed to delivering personalized service, innovative investment strategies, and a client-centric approach that ensures sustained financial success. With a strong presence in the wealth management industry, we continue to drive excellence and offer an exceptional experience to our clients.

Position Summary:

We are seeking a highly motivated and results-oriented Client Engagement Manager to join our team. This role will primarily focus on acquiring new high-net-worth & mass affluent clients while also managing and nurturing existing client relationships within the Delhi NCR region. The ideal candidate will have a deep understanding of wealth management strategies, financial markets, and investment products, and possess a proven ability to build and sustain long-term relationships with clients. This is an exciting opportunity to contribute to the growth of Primedin Wealth while delivering outstanding service to both new and existing clients.

Key Responsibilities:

• Client Acquisition:
• Identify and engage potential high-net-worth and mass affluent clients to expand the firm’s client base.
• Develop and execute targeted business development strategies, leveraging networking, referrals, and outreach to generate new opportunities.
• Effectively present and articulate Primedin Wealth’s services to prospective clients and successfully close new business.

• Client Relationship Management:
• Serve as the primary point of contact for a portfolio of existing clients, providing ongoing financial advice and personalized wealth management support.
• Foster long-term relationships with clients to ensure high levels of satisfaction, retention, and growth of assets under management.
• Regularly review and update clients' financial plans to ensure alignment with their evolving financial objectives and life changes.

• Financial Planning & Investment Management:
• Collaborate with senior advisors and portfolio managers to develop customized financial plans and investment strategies tailored to clients’ needs.
• Monitor clients’ portfolios and recommend adjustments based on market conditions, risk appetite, and client objectives.
• Provide clients with insights and education on investment strategies, estate planning, tax optimization, and other key wealth management topics.

• Compliance & Documentation:
• Ensure all client interactions and financial plans comply with industry regulations and internal compliance standards.
• Maintain accurate and up-to-date client records and documentation, in line with company policies.

• Eligibility Criteria:
• Bachelor's degree in Finance, Economics, Business, or a related field.
• Relevant certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or other industry-recognized credentials are a plus.
• At least 3 years of relevant experience in private banking, wealth management, or financial advisory, with a strong track record in client acquisition and relationship management.
• In-depth knowledge of financial markets, investment products, and risk management strategies.
• Proven ability to develop and cultivate a network of high-net-worth clients and prospects.
• Exceptional communication, presentation, and interpersonal skills, with the ability to build rapport with senior clients.
• Strong business development acumen with a proactive approach to identifying new business opportunities.
• A commitment to excellence, with a collaborative attitude and a strong work ethic.

What We Offer:

• Competitive salary with performance-based incentives.
• Opportunities for professional growth and development within a dynamic and supportive work environment.
• A collaborative and growth-oriented team culture.
• Access to an established client base and comprehensive wealth management resources.

How to Apply:

If you are a motivated and dynamic professional with a passion for wealth management and client relationship building, we invite you to apply for this exciting opportunity. Please submit your updated resume to Email: info@primedinwealth.com, jyotika.b@primedinwealth.com, Vanshica.bajaj@primedinwealth.com or contact us at +91 93192 27463 for further information.

Primedin Wealth is an equal-opportunity employer. We embrace diversity and are committed to creating an inclusive environment for all employees.

Job Type: Full-time

Work Location: In person