Recruiter at Rize People Konnect Pvt. Ltd.
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Wealth Manager - Wealth Management Firm (4-13 yrs)
Position : Wealth Manager
Company type : Reputed Wealth Management Company
Years of Exp : 4 + Yrs
Salary : Best in the industry
Job Description :
The Wealth Manager will work as an adviser to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects
- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services
- Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet
- Acquire New Clients for the firm and also develop new territories.
- Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients
- Adhere to all company processes and policies, and carry the Company's brand through developed functional and behavioral skills
- Deliver Sales Targets
- An adviser need to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for the company while acquiring new clients as well
Assistant Manager- Recruitment
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