Financial Advisor/Wealth Manager/Private Banker - HNW & Ultra HNW Segment

JOB DESCRIPTION : 

Department: Wealth Management

Reporting to Regional Head

Purpose of the Job :

- Drive performance at organization level by acquiring, managing & retaining HNW & Ultra HNW relationship and delivering the best standards of services by establishing strong ties with the clientele through designing & implementing their financial/ Investment plans

Specific responsibilities : 

- Accountable for the performance of individual's own client book.

- Deliver Net New Cash, AUM, and revenue growth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction, portfolio mix).

- Generate healthy pipeline of target market prospects and convert them into clients.

- Grow client portfolio size by deepening existing customer relationships.

- Implement an asset allocation in line with the client needs, and model portfolios as benchmarks.

- Deliver, monitor and review solutions to clients based on client investment profile and in consultation with central product & research team

- Conduct periodic reviews of client accounts in accordance with established procedures.

- Deliver profitable growth by controlling costs and mitigating operational losses.

- Comply with applicable rules, regulations and processes as defined by regulators / management