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Senior Wealth Specialist

11 years

0 Lacs

raipur chhattisgarh india

Posted:2 weeks ago| Platform: Linkedin logo

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Skills Required

development management integrity positioning engagement design strategies drive discovery risk trading research networking crm pipeline compliance documentation finance marketing network communication presentation

Work Mode

On-site

Job Type

Full Time

Job Description

Position:

Department:

Level:

Location:


About Client First Asia

Client First Asia is a boutique wealth management company serving HNI, UHNI, and NRI families across India and UAE. With 11+ years of legacy, our mission is to create long-term legacies through Mission Integrity, Mission Culture, and Mission Growth


Role Purpose

The Senior Wealth Specialist is responsible for acquiring new HNI/UHNI clients


Key Responsibilities

  • Drive

    new client acquisition

    across HNI/UHNI/NRI segments.
  • Conduct discovery meetings to understand client goals, risk appetite, and wealth aspirations.
  • Pitch and onboard clients across

    MFs, PMS, AIFs, Bonds, Insurance, and Trading accounts

    .
  • Achieve monthly/quarterly client acquisition and revenue targets.
  • Work with Research & Product Development teams to position investment opportunities.
  • Conduct

    seminars/webinars, networking events, and referrals

    for lead generation.
  • Ensure CRM hygiene (Bitrix24) with updated client interactions, follow-ups, and pipeline management.
  • Adhere to compliance, documentation, and process standards.


Key Performance Indicators (KPI)

  • New client accounts acquired per month/quarter.
  • First-year revenue from new clients (trading + investment).
  • Lead conversion ratio.
  • Seminar/Referral contribution.
  • CRM hygiene & process compliance.


Desired Profile

  • MBA/PGDM (Finance/Marketing) or equivalent.
  • 1–3 years of client acquisition/sales experience in wealth management, PMS, AIF, or BFSI domain.
  • Strong HNI network and business development skills.
  • Excellent communication, presentation, and interpersonal skills.
  • Entrepreneurial mindset with 10X growth orientation.



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