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Director at Ace of Clubs Hiring Partners
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Wealth Manager - FinTech (3-6 yrs)
Job Description :
- Use financial acumen and investment expertise to review a client's financial data, align clients need through superior service, seamlessly align service delivery for the enhanced experience; thereby helping the client to reach his short term and long term investment goals
- Focus on business development across wealth, lending and protection products to sustain and achieve growth in relationship value, revenues & improved client stickiness
Key Skills Required :
- Ability to manage relationships to improve the relationship value of existing customers
- Ability to leverage existing customer base to kick-start the book building
What do we offer :
- Independence, creative freedom and superior incentive structure
- Experience and help build the future, where, technology will be an integral part of personal finance advice and product delivery
- Helping - Wealth Managers make 5x - more by sharing 50% of the revenue.
Note : MBA and experience with customer facing roles is highly desirable.
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