Job Description

Wealth Manager Leading Advisory firm

Please find below :

JOB DESCRIPTION: Relationship Team

PURPOSE: Client Acquisition and Relationship management

- Delivery of advisory services to clients through a high level of engagement, in line with the values & ethos of the organization

- Ensure that advice is implemented based on the intelligence & products recommended by the organization

PRINCIPAL RESPONSINILITIES:

- Prospecting ; Maintaining an active lists of prospects & ensure a strong engagement with them to convert them to clients

- Client Management ; Managing clients with a long term relationship building approach

- Client Advisory & Reviews ; Understanding client needs to ensure the right proposals & periodic reviews are prepared for them, in consultation with the Ideation & Advisory Team

- Maintain a high level of client centricity & service standards

- Keep abreast with market developments and events to ensure timely action is taken towards risk management in client portfolios

ORGANIZATIONAL SCOPE:

SUPERVISION:

Directly: No.

Indirectly: No

QUALIFICATION GUIDELINES:

EDUCATION: Chartered Accountant having worked with the Big 4 - MBA in Finance from Tier 1 B-schools

SPECIAL KNOWLEDGE: Strong knowledge & understanding of Financial, Real Estate & Commodity Market

EXPERIENCE REQUIREMENTS:

- Experience in handling HNIs & UHNIs in previous roles

- 5 - 10 Yrs

SPECIAL SKILLS (MANAGERIAL/BEHAVIOURAL):

- Good Communication Skills

- Adept at preparing & making presentations

- Organized, Methodical, Proactive

- Ownership & Go Getter

TRAVEL: Travelling will depend upon the client's need & location

COMPENSATION RANGE: Based on experience & suitability