Edelweiss - Wealth Manager - HNI Client

The Wealth Manager shall be responsible for Research Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy.

- Responsible for Monitoring and Addressing HNI Clients banking and investment related requirements.

- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience thereby helping the client to reach his short term and long term investment goals.

- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio.

- Conduct risk profiling of all mapped clients for better advisory on investment needs.

- Should also have ability to manage relationships and to improve relationships value of existing customers.

- Ability to ensure compliance with key regulatory and bank level requirements.