SUMMARY: - The Wealth Manager 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 robust ties with them by designing & implementing their financial plans, and then by ensuring that they receive and execute on the right advice.
ROLES & RESPONSIBILITIES: -
The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a robust 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 education in Financial planning/Wealth Management. Other qualifications, like CFP, will be an advantage.
Experience:
Minimum 2 years of experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from the BFSI sector with valuable business/market knowledge. Having experience in handling HNI Client Acquisitions and Relationship Management.
Desired Skill Set:
Ability to inspire trust and confidence in client