Wealth Manager - Bank

Wealth Manager

Role: Acquiring Large Relationships and Managing Wealth

Grade: Mid-Level

Location: Mumbai

Education: MBA / CA / CFA or equivalent

Previous Experience:

a. Should have worked in a Private Bank or a Boutique wealth management company in India Territory

b. A good track record of new relationship acquisition, building AUM

c. Should have a large existing book of customers including ultra HNI

d. Should have a connect with a large network of channel partners, banks and family offices

9. Skills:

a. Passion towards sales and acquiring new customers

b. Presenting our Brand and building relationships with the Ultra HNIs and Family Offices

c. Should be good at building a channel network to generate leads

10. Responsibilities

a. Sourcing new customers through Portfolio Management, Advisory and Research Based AUM products

b. Provide and maintain, on an ongoing basis, a daily sales report, figures, forecasting and any other records which may be required by the Head to keep up-to-date records of sales and performance

c. Responsible for managing relationships

d. Responsible for completion of regulatory requirements like KYC, advisory and account opening related documentation

e. Maintaining regular contact with clients including regular face to face meetings

f. Assess client's risk and return aspirations and deliver a tailored portfolio of products.

g. Engage in periodical competitor mapping and suggest product and business team to track market developments.

h. Provide a genuine advisory approach with highest level of customer obsession, thereby becoming the first point of contact for any investment needs

i. Contact prospective customers to present information and explain our products and anticipated returns