
Senior Relationship Managers
3 days ago
Wealth Management Opportunities
QuickTurtle is seeking experienced relationship managers and private bankers to join its wealth management team. These critical roles involve acquiring, deepening, and retaining high net worth and ultra high net worth client relationships, driving revenue through diverse wealth products, and providing expert financial advice.
Key Responsibilities:- Acquire and deepen high net worth and ultra high net worth clients, building long-lasting relationships based on trust and exceptional service.
- Generate significant revenue by promoting and cross-selling a comprehensive range of wealth management products including mutual funds, portfolio management services, alternative investment funds, and equity broking.
- Network strategically and cultivate strong, enduring relationships with clients to understand their financial goals and preferences.
- Utilize exceptional selling skills, soft skills, and deep product knowledge to effectively communicate value propositions and address client needs.
- Possess a deep understanding of capital markets and all financial products, enabling you to provide precise and timely advice to clients.
- Build assets under management and expand the client base in alignment with targets defined by the company.
- Regularly send relevant news, market-related inputs, and insightful reports to clients, keeping them informed and engaged.
- Proven experience in acquiring, deepening, and retaining high net worth and ultra high net worth client relationships in wealth management.
- Extensive knowledge of equity and debt-based products, including mutual funds, PMS, AIF, and Equity Broking.
- Familiarity with loan products is a plus.
- Exceptional selling, communication, and interpersonal skills.
- A strong grasp of capital markets and financial products to provide sound advice.
- A results-driven mindset with a track record of building assets under management and client base.
Benefits:
You will have the opportunity to work with a reputable company and contribute to its success. You will also receive a competitive compensation package and benefits.
About Us:
We are a reputable company seeking experienced professionals to join our team. We offer a competitive compensation package and benefits. If you are interested in this opportunity, please submit your application.
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