Talent Acquisition Lead at Page Group
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Wealth Manager - HNI Sales - Bank (6-10 yrs)
Our client is a leading bank expanding its wealth management horizon in the country. It believes in providing innovative financial solutions there by sustaining a long-term relationship with clients.
Role:
- Engage with high net-worth clients by offering professional advice and services that help to grow their wealth as efficiently as possible
- Sustain and increase the long-term wealth of clients by providing customised solutions
Responsibilities:
- Have a deep understanding of the client's entire financial and family situation and be able to structure goals based on investment and financial plan
- Analyse and discuss investment options to meet client's philanthropic goals
- Establish client investment objectives including risk tolerance, asset allocation, and cash requirements
- Contact clients periodically to determine any changes in their financial status
- Increase your own book and Investment AUM portfolio size through deepening relationships and new acquisition
- Increase wallet share by cross- selling more number of products per client
- Coordinate with product and research team in order to make investment decisions for the client
Requirement:
- Wealth Management experience of at least 8 years
- Strong sales and convincing skills is of an added advantage
- Rudimentary understanding of capital economics, major investment theories and the networked web of modern global markets is essential
- Also be ethical, trustworthy and free of any felonious record involving any fraud or intentional mismanagement
What's on offer-
- Opportunity to build your career in a growing organization
- Market leading compensation
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