Senior Wealth Manager - HNI/UHNI

A leading wealth management firm with focus on HNI/UHI segment is seeking to hire the undersaid

Senior Wealth Manager

Job Role Key Responsibilities:

Financial:

- To contribute to the achievement of the financial targets and business composition goals of the firm

- Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals.

- Adopt efficient pricing and cost-control measures to ensure profitable client relationships.

- Undertake initiatives to drive increase in shared of wallet of existing relationships.

- Support marketing initiatives e.g. special campaigns, events, presentations etc.

Client:

- Ensure a high degree of client engagement and satisfaction by maintaining high standards of conduct and service in the delivery of the proposition.

- Achieve good client outcomes through proper client profiling and ensuring that wealth managers follow model portfolios, house views, and product suitability and disclosure guidelines.

- Minimize instances of client complaints and ensure that complaints are resolved within defined turnaround times.

- Obtain and apply client insights to aid the enhancement of client experience and to improve the service delivery model.

Risk and Governance:

- Comply with regulations and internal policies and procedures to ensure that the firm achieves the desired assurance, audit and regulatory review and rating.

- Contribute to systemization and platform strengthening to achieve scale and sustainability.

- Maintain the confidentiality of sensitive information.

- Manage financial, regulatory, and reputational risk for the firm and its clients prudently.

People:

- Foster teamwork and collaboration at all levels of the organization

- Spend time on knowledge enhancing initiatives and secure mandatory certifications and licenses, wherever applicable; adhere to the personal development plan.