PRE-REQUISITES: -
- Relationship/ Wealth 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 of advising clients across all asset classes.
- Candidates having good vintage in their present as well as previous companies.
ROLES RESPONSIBILITIES: -
- The Wealth Manager will be responsible for bringing their existing clients (Affluent Super Affluent) and building a strong client book.
- Maintaining client relationships and generate 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 new client acquisition
- To research, investigate and update them on available investment opportunities/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 and other business development activities.
Why Join
- Work at premium officelocation
- Attractive incentive structure
- Foreign trips rewards for top performers
- Strong brand growth opportunities in wealth segment
This job is provided by Shine.com
