Job
Description
As a Senior Relationship Officer-Wealth at our company, you will play a crucial role in managing client portfolios, offering strategic financial advice, and ensuring top-notch service delivery in the financial services industry. Your responsibilities will include client acquisition, AUM management, client relationship management, continuous learning, ethical sales practices, and customized financial solutions. Key Responsibilities: - Client Acquisition & Business Development - New Client Acquisition - Networking & Prospecting - Onboarding & Fresh Investments - AUM Management & Growth - Fresh Investments - AUM Responsibility - Portfolio Diversification - Client Relationship Management & Servicing - Client Engagement - Ongoing Client Servicing - Quarterly Client Meetings - Continuous Learning & Knowledge Enhancement - Stay Informed - Product Knowledge - Ethical Sales Practices & Data Security - Avoid Mis-selling - Confidentiality & Data Security - Client Solutioning & Need-Based Advisory - Customized Financial Solutions - Holistic Advisory - Sales Target Achievement & Business Growth - Meet Sales Targets - Cross-Selling & Upselling - Professional Conduct & Company Policies - Dress Code & Professionalism - Focus on Company Business Requirements: - Bachelor's degree in Finance, Economics, Commerce, or related field (MBA/CFP/CWM is a plus) - NISM V A certification is a must - 23 years of experience in wealth management, banking, or financial advisory - Strong understanding of financial instruments and market trends - Excellent communication and interpersonal skills - Ability to work independently and manage client relationships with professionalism - Proficient in MS Office, CRM tools, and financial planning software What We Offer: - Competitive salary and performance-based incentives - Learning-driven work environment - Exposure to HNI and Ultra-HNI client management - Mentorship from senior professionals - Opportunity to grow within a fast-paced, client-centric organization Benefits: - Cell phone reimbursement - Health insurance - Paid time off If you are looking for a challenging role in wealth management where you can utilize your experience and skills to make a positive impact, this position may be the right fit for you. As a Senior Relationship Officer-Wealth at our company, you will play a crucial role in managing client portfolios, offering strategic financial advice, and ensuring top-notch service delivery in the financial services industry. Your responsibilities will include client acquisition, AUM management, client relationship management, continuous learning, ethical sales practices, and customized financial solutions. Key Responsibilities: - Client Acquisition & Business Development - New Client Acquisition - Networking & Prospecting - Onboarding & Fresh Investments - AUM Management & Growth - Fresh Investments - AUM Responsibility - Portfolio Diversification - Client Relationship Management & Servicing - Client Engagement - Ongoing Client Servicing - Quarterly Client Meetings - Continuous Learning & Knowledge Enhancement - Stay Informed - Product Knowledge - Ethical Sales Practices & Data Security - Avoid Mis-selling - Confidentiality & Data Security - Client Solutioning & Need-Based Advisory - Customized Financial Solutions - Holistic Advisory - Sales Target Achievement & Business Growth - Meet Sales Targets - Cross-Selling & Upselling - Professional Conduct & Company Policies - Dress Code & Professionalism - Focus on Company Business Requirements: - Bachelor's degree in Finance, Economics, Commerce, or related field (MBA/CFP/CWM is a plus) - NISM V A certification is a must - 23 years of experience in wealth management, banking, or financial advisory - Strong understanding of financial instruments and market trends - Excellent communication and interpersonal skills - Ability to work independently and manage client relationships with professionalism - Proficient in MS Office, CRM tools, and financial planning software What We Offer: - Competitive salary and performance-based incentives - Learning-driven work environment - Exposure to HNI and Ultra-HNI client management - Mentorship from senior professionals - Opportunity to grow within a fast-paced, client-centric organization Benefits: - Cell phone reimbursement - Health insurance - Paid time off If you are looking for a challenging role in wealth management where you can utilize your experience and skills to make a positive impact, this position may be the right fit for you.
