Wealth Relationship Manager - ( Manager )

Job Details

Work Level: Individual

Core: Communication Skills, Problem Solving

Leadership: Influencing

Role: Wealth

Industry Type: Banking

Function: Relationship Manager

Key Skills: Wealth,CASA Sales,HNI,Portfolio Handling

Education: PG/ Master

Note: This is a requirement for one of the Workassist Hiring Partner

Role Description

This is a full-time on-site role for a Wealth Relationship Manager - (Manager) at Workassist. The Wealth Relationship Manager will be responsible for managing and nurturing relationships with high net worth individuals, providing financial advice and investment solutions, and delivering excellent customer service. The role involves conducting financial assessments, analyzing market trends, developing customized financial plans, and collaborating with internal teams to meet clients financial goals and objectives.

Qualifications

• Strong understanding of wealth management principles and investment products
• Knowledge of financial planning and analysis
• Excellent interpersonal and communication skills
• Ability to build and maintain relationships with high net worth individuals
• Proven track record in sales and achieving targets
• Ability to analyze market trends and provide strategic financial advice
• Sound knowledge of regulatory and compliance requirements
• Bachelor's degree in Finance, Economics, Business Administration, or related field
• Certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is preferred
• Prior experience in wealth management or financial advisory is a plus

Company Description

Workassist is an online recruitment and employment solution platform in India. With a focus on providing relevant profiles to employers and relevant jobs to job seekers across different industries and experience levels, Workassist leverages technology to enable e-recruitment. The company quickly adapts to the new normal and assists job seekers with the best opportunities and employers with the best talent from all over the world. Workassist collaborates with over 10,000+ recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal to help them recruit emerging talents.

For a seamless job search experience, visit the Workassist website.

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!