Wealth Relationship Manager - Fixed Deposit Sales

This role is for one of the Weekday's clients

Requirements

Key Responsibilities:

• Support Investment Counsellors and Business Heads in executing investment strategies and client servicing initiatives.
• Build and nurture long-term client relationships by understanding individual financial goals, risk appetite, and investment preferences.
• Conduct financial assessments to evaluate clients' current situations and identify opportunities for wealth growth through fixed deposits and related products.
• Develop personalized financial plans and recommend suitable fixed deposit options, along with cross-sell and up-sell opportunities across the product suite.
• Conduct market and product research to ensure informed recommendations that align with client goals and current financial trends.
• Proactively manage and review client portfolios to ensure alignment with objectives, adjusting as needed based on market dynamics or changing client needs.
• Provide continuous financial guidance, addressing client queries and offering tailored wealth management solutions.
• Collaborate with internal teams (tax advisors, legal, estate planning) to deliver comprehensive financial strategies.
• Contribute to the company's financial performance through client acquisition, retention, and product penetration (FDs, mutual funds, etc.).
• Stay abreast of market movements, economic indicators, and regulatory updates to ensure timely and compliant client advisories.
  

Required Skills & Competencies:

• Proven experience in fixed deposit sales, wealth management, or financial product distribution.
• Strong ability to cross-sell and up-sell investment products and services.
• Excellent interpersonal and communication skills to engage and retain clients.
• Ability to conduct financial planning and understand diverse client needs.
• Familiarity with regulatory guidelines related to financial products and advisory services.
• Goal-oriented mindset with a commitment to delivering results and client satisfaction.
  

Key Skills: