Relationship Manager- Wealth

Job Location:

About Us:

Merits Capital Private Limited, a leading financial services firm, is looking for an experienced and driven Wealth Manager with a well-established client base. In this role, you will utilize your existing relationships to drive business growth, deliver exceptional service, and foster long-term client partnerships. If you excel in achieving sales targets and building meaningful connections, this opportunity is for you.

Key responsibilities:

• Understand clients’ financial goals, risk tolerance, and investment preferences through detailed consultations.
• Develop personalized financial planning strategies to help clients achieve short-term and long-term financial objectives.
• Build and nurture strong, long-term relationships with clients.
• Educate clients on Merits Capital’s financial products, investment options, and planning tools suited to their needs.
• Leverage the client base to generate new opportunities and expand business relationships.
• Manage client portfolios by making informed investment decisions aligned with their financial plans.
• Conduct thorough market research and analysis to identify growth opportunities and potential threats.
• Provide ongoing financial guidance and adjust plans as clients’ life circumstances or market conditions change.

Requirements:

• Minimum of 2 years of experience in wealth management or a related field.
• MBA graduates are preferred.
• Relevant certifications such as Certified Financial Planner (CFP) or appropriate regulatory licenses (e.g., SEC) are a plus.
• Proven track record of exceeding sales targets and driving business success.
• Strong existing client base with established relationships in relevant industries.
• Excellent communication, negotiation, and interpersonal skills.
• Self-motivated, results-driven, and able to work both independently and in a team environment.
• Proficiency in CRM software and MS Office Suite.

Benefits:

• Competitive salary with an attractive commission structure.
• Opportunities for career advancement and professional growth.
• Collaborative and dynamic work environment.

Company Website:

Join Our Team:

At Merits Capital Private Limited, we value talent and hard work. This role offers you the opportunity to leverage your client base, achieve exceptional results, and make a significant impact in the financial services industry. If you are passionate about sales, client relationships, and career growth, we invite you to apply.

Merits Capital is an equal opportunity employer, committed to recognizing and rewarding deserving team members. Please submit your resume and cover letter to be considered.

Team Merits Capital