Wealth Strategist

The role requires a highly skilled and experienced individual to provide expert financial advice and personalized wealth management solutions to high-net-worth clients. The ideal candidate will have a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service.

Key Responsibilities:

• Building and nurturing strong relationships with HNI clients to understand their investment goals and requirements.
• Providing expert financial advice and personalized wealth management solutions to meet client needs.
• Developing and implementing strategic plans to enhance customer profitability and retention.
• Collaborating with internal teams to ensure the delivery of accurate and compliant investment solutions to clients.
• Staying up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.
• Actively networking and seeking referrals to expand the client base and contribute to business growth targets.

Requirements:

• Minimum Degree: Postgraduate/ Graduate in any discipline.
• Minimum Experience 3-6 years of Experience.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work effectively in a team environment.

Benefits:

• Opportunity to work with high-net-worth clients and develop long-term relationships.
• Chance to develop and implement strategic plans to enhance customer profitability and retention.
• Collaborative and dynamic work environment.

Leadership Competencies:

• Ownership
• Speed
• Passion
• Boundaryless Behavior
• Meritocracy
• Customer Focus
• Tech Quotient
• Cost Consciousness
• Adaptive
• Empathetic
• Collaborative
• Analytical
• Compliance
• Resilient

Acquisition and Relationship Management:

• Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products.
• Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
• Profiling Customers and providing financial products to meet customer needs.
• Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.
• To Enhance & Retain customer profitability by capturing a larger share of Wallet.
• Ensure profitability of the portfolio: Generate high Income per Customer.
• Acquire new customers who meet product criteria through cross-referral.
• Stay up to date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.
• Actively network and seek referrals to expand the client base and contribute to business growth targets.

Marketing and Business Development:

• Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
• This role is to acquire B2C or B2B clientele & build a portfolio thereon.
• Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients.
• Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients.

Financial and Product Expertise:

• Ensure profitability of the portfolio: Generate high Income per Customer.
• Stay up to date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.