Wealth Manager - HNI Sales - Bank

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