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Senior Wealth Manager

1 month ago

Bengaluru, India SKS Enterpprises - Human Resource Planning and Management Full time
Position Name - Wealth Relationship Manager
Location - Bangalore
Experience Range - 10-15 years
Mandatory Requirement:
Client Acquisition
Wealth Management
About the client:
Our client is a premier wealth advisory and asset management firm dedicated to confidently helping entrepreneurs navigate their finances.
Job Role and Responsibilities:
The RM will work as an advisor 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 the right financial planning assistance and asset allocation with the help of our Investment Advisory services
Build and deepen relationships with existing UHNI Customers to achieve an increase in the share of wallet
Acquire New Clients for the firm and also develop new territories
Deliver Sales Targets
An advisor needs to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue Wealth Management while acquiring new clients as well
Qualification and Experience:
Excellent written and oral communication skills
Strong Organizational Skills
Experience in investment/financial services & knowhow of capital markets knowledge
Strong Teamwork and Collaboration
Relationship Management & Interpersonal skills
Other Details:
6 days working + excellent variable option