Wealth Manager

Position Summary: -

The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

PRE-REQUISITES: -

l Relationship Managers with prior experience working in a Stock Broking & Wealth Management, Private wealth management, Bank set up.

l Experience of advising clients across asset classes.

l Strong analytical skills and ability to work in teams.

l Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2 years of stability)

ROLES & RESPONSIBILITIES: -

• The Relationship Manager will be Responsible for Acquiring Preferred clients (Mass Affluent, HNI, UHNI, Family Office)
• Maintaining client relationships and generate AUM from preferred clients.
• Advising clients on their investments and managing their overall financial portfolio and acquiring the wallet share from existing clients
• Track the target Client segment in the market for new client acquisition
• 0pportunities/financial market trend to determine whether they fit into clients portfolios.
• To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops, events and other business development activities.

Educational Requirements: -

Graduate in any field.