Wealth Manager

.

Role & responsibilities

• The Relationship Manager will be Responsible for Acquiring Preferred clients (Mass Affluent, HNI, UHNI, Family Office)
• Maintaining client relationships and generate AUM from preferred clients.
• Advising clients on their investments and managing their overall financial portfolio and acquiring the wallet share from existing clients
• Track the target Client segment in the market for new client acquisition
• opportunities/ financial market trend to determine whether they fit into clients portfolios.
• To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops, events and other business development activities.

Preferred candidate profile

• Relationship Managers with prior experience working in a Stock Broking & Wealth Management, Private wealth management, Bank set up.
• Graduation in any field.
• Experience of advising clients across asset classes.
• Strong analytical skills and ability to work in teams.
• Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2 years of stability).