Wealth Management Specialist
3 days ago
About Us
We are a leading bank seeking experienced professionals to join our team as Wealth Management Specialists.
Company Overview
We offer a unique opportunity to work with affluent clients, providing personalized wealth management solutions and building long-term relationships.
Salary
The estimated salary for this position is ₹25 lakhs per annum, commensurate with experience.
Job Responsibilities
- Client Acquisition and Relationship Management: Identify and acquire new clients through referrals, networking, and other means. Build strong relationships with existing clients to increase portfolio growth and retention.
- Portfolio Analysis and Investment Advice: Analyze clients' financial situations, risk tolerance, and investment goals to provide tailored investment advice and product recommendations.
- Product and Service Knowledge: Stay updated on the latest banking products and services, including wealth management solutions, to effectively communicate their benefits to clients.
- Process Management: Ensure seamless transaction execution, maintain accurate records, and adhere to defined compliance norms.
- Knowledge Development: Continuously build knowledge on available products, coordinate with product/investment/advisory/research groups, and stay updated on market trends.
Requirements
- 3-12 years of experience in wealth management or a related field.
- Strong customer relationship management skills and ability to acquire clients around specific product offerings.
- Excellent verbal and written communication skills to mentor clients properly.
- Ability to work in a team environment and adapt to changing market conditions.
Benefits
We offer a competitive compensation package, comprehensive training, and opportunities for career growth and development.
Other Opportunities
We encourage applicants from diverse backgrounds to apply and be part of our dynamic team.
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