Wealth Manager - FinTech

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.