Regional Head- Wealth Management

1 week ago

Delhi, Delhi, India Michael Page Full time
Leading wealth management firm in the country Customised growth and learning opportunity

About Our Client

Well-diversified financial services company focused on wealth creation through knowledge.

Job Description

Achieve agreed Key Performance Indicator objectives through the development of existing and new Private Banking client relationships Manage a team of senior RMs catering to UHNI clients Complete regular reviews with clients to understand their current and long term financial needs and advise them on the differentiated products and services that help them achieve their wealth goals Use tools, information, and delivery channels effectively to deliver the highest levels of client service Maintain a minimum standard of qualifying Private Banking clients within portfolio as stated by Group Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain wallet share of clients Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date Identify opportunities, to refer business to other business units Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets Collaborate with the wider team to deliver the performance measures and plan to support the multi channel client journey Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise loss. Adhere to selling process and sales quality requirements

The Successful Applicant

Bachelor's degree with 12+ years of relevant experience Minimum 10 years proven and progressive financial services and/or retail sales experience or equivalent Evidence of strong sales results in insurance and investment products Relationship management experience with high net worth clients Strong technical skills in wealth management Strong communication, client focus and influencing skills Strong sales orientation, networking and portfolio management skills Sound knowledge of financial services products and services and the client relationship management system

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