Posted By

user_img

HR

HR Consultant at COE Solution

Last Login: 09 October 2024

Job Views:  
399
Applications:  91
Recruiter Actions:  88

Job Code

1314767

Relationship Manager - Wealth Advisory Investment Counsellor - Investment Management & Advisory Firm

7 - 12 Years.Pune
Posted 1 year ago
Posted 1 year ago

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

Core Responsibilities:

- 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

Functional Competencies:

- 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

Behavioral Competencies:

- Ability to think BIG, High on Integrity, Passion, Ambition & initiative, Perseverance, Entrepreneurial mindset.

- Relationship management skills, interpersonal skills, collaborative, excellent communication skills, team player

Didn’t find the job appropriate? Report this Job

Posted By

user_img

HR

HR Consultant at COE Solution

Last Login: 09 October 2024

Job Views:  
399
Applications:  91
Recruiter Actions:  88

Job Code

1314767

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow
Apply on the go!

Download the iimjobs app to
apply for jobs anywhere, anytime

apple

Download on

App Store

playStore

Get it on

Google Play

appPromoQr

Scan to Download