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HR at Wealth Advisors (I) Pvt. Ltd
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Wealth Advisors India - Relationship Manager - Wealth Management (5-10 yrs)
The Relationship Manager (RM) is the principal contact with the organization's High Net Worth clients. He/she is responsible for client acquisition and client relationship management.
- In this role the RM will need a broad and deep understanding of financial planning, wealth management practices and investment strategies that significantly impact client's ability to meet his financial goals.
- This includes offering income and asset protection, wealth creation & preservation as well as tax and structuring solutions.
- The RM works with a group of research analysts, tax, financial planning, and investment management experts in providing the necessary solutions.
- Client Acquisition : Identify potential HNI clients and develop new relationships
- Client Relationship Mgt : Manage ongoing communication and service delivery
- Investment Advisory : Represent Wealth Advisor's investment philosophy to client
Candidate Experience, Knowledge, Skills:
- Between 5-10 yrs of relevant industry experience
- Post Graduation in finance or marketing; AMFI Certifications compulsory
- Good understanding of overall economy and markets with particular emphasis to debt market concepts.
Personal Attributes:
- Enthusiastic, energetic and positive in outlook
- Ability to work in an autonomous and entrepreneurial environment
- Drive for Results, Perseverance
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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