Hiring for Investment professional for Private Wealth Relationship manager for Senior Manager/AVP/VP Level

Primarily tasked with client acquisition and relationship management in the private wealth space, this role entails being the front end. It requires the candidate to create long-term value from clients, markets, and relationships.

Responsibility:

- Devising and implementing sales strategies in private wealth segments (UHNI and HNI segments)

- Client acquisition in the UHNI and HNI segments

- Monitor and address UHNI and HNI clients investment requirements

- Identifying client in relevant segments

- Maintain consistent engagement with prospects and clients

- Leverage marketing and other tools to augment sales and relationship

- Client relationship (in addition to what is mentioned)

- Ensure client retention and increase in wallet share

- 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 reach short term and long-term investment goals

- Focus on business development across assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

- Conduct risk profiling of all mapped clients and showcase investment products as per the client risk profile

- Resolution of queries for all managed clients within TAT specified

- Engage with various client segments to solutionise and offer Mercer global investment offerings in the areas of operations risk, international asset allocation.

Knowledge and skills:

- Ability to manage relationships to improve relationship value of new & existing Clients

- Aptitude towards delivering high quality customer service with good organizational and interpersonal skills

- Decision making skills with strong sense of ownership and ability to work under pressure

- Ensure compliance with key regulatory requirements

Other requirements (licenses, certifications, specialized training):

- NISM and other certifications relevant to an RIA and distribution business

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.