Wealth Manager - Private Clients Group

The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

1. Acquiring HNI clients (Affluent & Super Affluent)

2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

3. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

4. CRM - Partner & client meeting.