Wealth Acquisition Specialist

2 days ago


Hyderabad, Telangana, India Arin Consultancy Full time

Wealth Acquisition Specialist

About the Role

The Wealth Acquisition Specialist role is responsible for acquiring new wealth management clients and expanding existing relationships with high net worth individuals (HNI). This role requires a strong entrepreneurial mindset, proactive approach, and excellent communication skills.

Key Responsibilities:

  • Foster new partnerships with B2B partners and present Guardian's wealth management solutions.
  • Maximize partnership opportunities by scheduling and conducting regular meetings with B2B partners.
  • Prospect and qualify potential HNI clients through lead-generation activities.
  • Nurture relationships with existing HNI clients to increase investment portfolios.
  • Collaborate with the internal team for client portfolio analysis and financial planning.
  • Conduct in-depth consultations to understand client financial goals and preferences.

Salary Range: $100,000 - $130,000 per annum



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