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Recruitment Consultant at Manzil HR Services
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Financial Advisor/Wealth Manager/Private Banker - HNW & Ultra HNW Segment (8-20 yrs)
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
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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