SÀWAI | Investment Manager
2 days ago
Position Overview:We are seeking an experienced and dynamic
Client Relationship Manager
with a strong background in wealth management and private banking. The ideal candidate will bring an established network of HNI/UHNI clients and possess a deep understanding of their investment needs. This role focuses on leveraging relationships to introduce clients to Sàwai’s exclusive real estate advisory platform, specializing in high-value investments in luxury and commercial properties.
Key Responsibilities:1. Client Acquisition and Engagement:- Leverage an existing network of HNI/UHNI clients to onboard them to Sàwai’s advisory platform.- Build and nurture relationships with new and existing clients, understanding their investment goals and preferences.
2. Real Estate Investment Advisory:- Present Sàwai’s curated real estate opportunities, including luxury properties and high-yield commercial investments.- Provide personalized investment solutions, aligning with client objectives and market trends.
3. Sales and Revenue Growth:- Drive revenue by converting client relationships into real estate investments through Sàwai.- Achieve and exceed investment and sales targets set by the organization.
4. Market Intelligence:- Stay updated on real estate market trends, especially in high-growth areas like Delhi NCR, Dubai, Sri Lanka, Thailand and UK.- Share insights with clients to position Sàwai as a trusted advisor in the luxury real estate sector.
5. Collaboration and Reporting:- Work closely with Sàwai’s leadership and investment teams to create tailored solutions for clients.- Regularly report on client acquisition, engagement, and investment performance.
Key Requirements:- Proven track record in
wealth management or private banking , with 5+ years of experience.- Strong network of HNI/UHNI clients, with a history of managing and growing client portfolios.- In-depth understanding of luxury real estate and high-value investments.- Excellent communication, presentation, and relationship-building skills.- Results-oriented mindset with a passion for delivering exceptional client service.
Why Join Sàwai ?This is an opportunity to be part of a leading global real estate advisory platform, catering to the most discerning clients. At Sàwai, we offer an entrepreneurial environment, unparalleled market access, and the chance to shape the luxury real estate portfolios of India’s elite.
Join us in redefining real estate investments for HNIs and UHNIs.
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