Job Description - Wealth Manager – HNI Sales

Job Location- Mumbai

CTC- Up to 20 LPA

SUMMARY: - The Wealth 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: -

 Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.

 Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.

 Experience in advising clients across all asset classes.

 Candidates having a good track record in their present as well as previous companies.

ROLES & RESPONSIBILITIES: -

 The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent)



and building a strong client book.

 Maintaining client relationships and generating AUM from preferred clients.

 Advising Affluent clients on their Investments and managing their overall financial portfolio, and deepening the wallet from existing clients.

 Track the Affluent & Super Affluent Client segment in the market for current client acquisition.

 To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.

 To coordinate with the product and research team (Centralised CFP Team) for making investment decisions for the clients.

 To conduct and assist in organising seminars, workshops and other business development activities.

JOB SPECIFICATIONS REQUIRED:

Qualifications:

An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other q

📌 Wealth Manager- HNI Sales (Mumbai)
🏢 Skywings Advisors
📍 Mumbai