Relationship Manager - Wealth - HNI

Relationship Manager.Wealth - Investment Firm

The Company is an independent full-service investment advisory firm, objective is to provide unbiased advice and services to the investor using a wide range of financial products

Minimum Educational Requirements :

- Post Graduation in finance or marketing

- AMFI Certifications compulsory

Prior Work Experience :

- Minimum 2 yrs relevant experience

- Minimum 8 yrs relevant experience will get possible team handing opportunity

Specific Knowledge and Skills –

- Investment industry and Financial Planning related certifications as applicable as per Regulations

- Understanding of the full range of investment expertise in wealth management and related products, services and processes.

- Capacity to work with demanding clients and diverse groups of people – client centered approach

- Strong written and verbal communication skills

- Strong in Problem Solving skills and strategic thinking abilities

Competencies/ Personal Attributes –

- Enthusiastic, energetic and positive in outlook

- Able to work in an autonomous and entrepreneurial environment

- Drive for Results, Perseverance

- Sales and Customer Acquisition Orientation

- Strong written and verbal communication skills

- Should demonstrates and promote non-negotiable integrity

- Good understanding of overall economy and markets with particular emphasis to debt market concepts.

- Capacity to work with demanding clients and diverse groups of people

WORKING CONDITIONS :

Local travel for client meetings with occasional out of station travel, if client acquisition is required outside.

1. Client Acquisition - Identify potential HNI clients and develop new relationships :

- Develop leads and referrals from current clients and outside contacts

- Be the first line of relationship from Company side for clients

- Assess investment needs based on client risk profile and requirements

- Offer appropriate investment solutions aligned to client requirements

- Discuss investment performance, economic and market trends

- Presentations to clients on financial and tax planning options and opportunities

2. Client Relationship Mgt – Manage ongoing communication and service delivery :

- Maintain prompt and regular communication channels with the client, update various market and regulator related information, etc.

- Manage client support personnel, which typically includes people in close proximity with client and have influencing ability on clients investment decisions

- Direct consultation with attorneys, accountants and other advisors on financial, tax and Estate Planning

- Seek to increase wallet size through additions to existing Assets under Management

- Represent Wealth Advisor’s investment philosophy/views to client

3. Investment Advisory :

- Develop a knowledge of the client and his/her family's entire financial profile and be able to structure a goals based investment and financial plan.

- Ability to establish client investment objectives including risk tolerance, asset allocation, and cash requirements

- Develop an investment policy statement with each client based on their goals, objectives and risk tolerance.

- Collaborate and confirm with the Central Advisory Team regarding investment strategy and client portfolio structure.

- Implementation of investment plans

- Monitor asset allocation on a quarterly basis relative to policy and goals; evaluates need to rebalance

- Review portfolio issues (i.e., taxes, liquidity events, capital calls, etc.) at regular intervals.

- Establish a level of trust and confidence with the client so that any financial issue can be addressed and solutions offered.

Salary range 6 lacs -12lacs