Strategic Wealth Partnership Advisor

5 days ago

Hyderabad, Telangana, India Yubi Group Full time
About the Job

The Relationship Manager is the ultimate face of the business as he is going to be the first point of contact with the client. He/She would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. He/She would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

Key Responsibilities:

  • To acquire, build, and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
  • To demonstrate expertise in wealth management products including but not limited to Debentures, Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS), MFs, Insurance, Gsecs, corporate bonds, Commercial Papers, NCDs, PTCs, etc.
  • To educate clients on the features, benefits, and risks associated with various wealth management products. To identify new business opportunities and generate leads through networking and referrals.
  • To drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • To achieve revenue targets and contribute to the overall growth of the private wealth management business.
  • To conduct thorough due diligence on investment products and providers to mitigate risks.
  • To maintain accurate records of client interactions and transactions in accordance with compliance standards.
  • To conduct and assist in organizing seminars, workshops, and other business development activities.
Requirements
  • Graduate or Master's Degree in finance, business administration, or a related field preferred with prior experience working in a Private Bank/Wealth Management setup.
  • Should have a proven track record of building and managing relationships with high-net-worth individuals, minimum of 3 years.
  • Should have a strong understanding of wealth management products, Debentures, AIFs, and PMS.
  • Strong communication, sales, and a track record of achieving targets and incentives.
  • Should have excellent communication, presentation, and negotiation skills.
  • Should have the ability to work independently and as part of a team in a fast-paced environment.
  • Having relevant regulatory certifications (e.g. AMFI, NISM) will be an advantage.

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