Relationship Manager - Wealth Management

Wealth Manager for Leading Private wealth Management services

Looking for RM - Wealth Management for Leading private wealth Management services

Job Description :

- This would be open market acquisition sales profile and no support be provided at least for initial 6-8 months.

- Responsible for acquiring new to the firm clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.

- Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.

- Analyze client portfolios and make necessary suggestions.

- Monitor financial market trends to ensure that client plans are responsive.

- Responsible for identifying customer needs and assessing their risk appetite

- Responsible for achieving targets based on acquisition and revenue generation through investment products.

- Responsible for business development through acquisition of high net-worth clients.

- Create and enforce plans that will help meet the needs of the customer.

- Understanding of market pulse, knowledge on investment products, understanding of wealth platform.

Yogini Varandani