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Talent Partner at Randstad
Views:422 Applications:67 Rec. Actions:Recruiter Actions:66
Director - Client Relations - Wealth Management (12-20 yrs)
Work Experience (highlight) :
- 12+ years of experience in Wealth firms with Private banking exposure
Core Purpose of the Role:
Client Engagement
- Proactively source, acquire and expand high value customer relationship by maximizing sales and service opportunities.
- Build & manage the HNI/ UHNI clients (individuals and corporates) advising them on all investment and financial needs
- Partner with clients on on-going basis to understand their business needs and objectives
- Enhancement of portfolio size and wallet share of existing clients with strict adherence to compliance
- Effectively communicate the organizations value proposition with prospects
- Provide regular value-added engagement to client
- Generating Revenue and Business Development
- Drive and Monitor Revenue and Volume Targets
- Ensure optimal Product Penetration including fee based advisory
- Monitor and Drive consistent business with Clients
- Maintain the Market Mapping for each client
- Builds an active internal network, to drive superior multi-channel/market service offering/delivery, thereby creating new opportunities with existing and/or new client
Talent Attribute:
- Good team management, relationship building and management skill
- Excellent communication and presentation skills
- Self-Motivated
- Excellent Communication and influencing skills
- Aggressive
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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