Relationship Manager - Wealth Advisory Investment Counsellor - Investment Management & Advisory Firm (7-12 yrs)
RM-Wealth Advisory (Wealth Advisory Investment Counsellor) - Investment Management & Advisory Firm
Role Objective :
- Candidate would be responsible for managing UHNWI & Family Office client relationships, through financial advisory and wealth management products of the company
- Understand the client's risk appetite, short term, and long-term goals.
- Working with Leadership teams on suitable asset allocation strategies.
- Recommend suitable opportunities across asset classes - domestic and offshore.
- Monitoring/benchmarking and reviewing client portfolios.
- Provide seamless experience by coordinating with multiple teams to ensure clients take benefit of the full platform.
- Focus on building relationship by understanding various investment and family office related needs and offer solutions through in-house & external domain partners.
- Increase Client relationships under advisory and achieve growth in relationships already managed/acquired.
- Actively participate in the development of new business and networking opportunities
Qualification (Education and Experience):
- The candidate should have 8 to 10 years of experience in Portfolio management and/or financial advisory services, with a demonstrated ability to acquire, build and deepen UHNWI and Family Office client relationships by understanding client situations, goals, risk appetite and lifestyle needs.
- He/she will serve as a one point of contact for clients and will lead the overall engagement from the platform cutting across areas related to wealth management, business advisory, mentorship, tax and estate planning, family governance, amongst others
- Understanding of broader economy -global and local, deep knowledge of capital markets, various asset classes
- Experience in investment/financial services
- Ability to decipher client psyche and risk profile
- Ability to think BIG, High on Integrity, Passion, Ambition & initiative, Perseverance, Entrepreneurial mindset.
- Relationship management skills, interpersonal skills, collaborative, excellent communication skills, team player