High Net Worth Client Acquisition Specialist

2 weeks ago

Mumbai, Maharashtra, India beBeeWealth Full time ₹ 2,00,00,000 - ₹ 2,20,00,000

Are you a seasoned professional with expertise in wealth management looking for a new challenge? This opportunity is ideal for someone who wants to leverage their skills to drive business growth and provide exceptional client service.

The Role

We are seeking a Senior Wealth Manager to join our team. As a key member of our wealth management team, you will be responsible for acquiring new clients, generating revenue, and maintaining relationships with high net worth individuals and corporate clients.

Your Key Responsibilities

  • Analysis and Strategy: Analyze financial information obtained from clients to determine strategies for meeting their financial objectives.
  • Market Monitoring: Monitor financial market trends to ensure that client plans are responsive.
  • AUM Growth: Ensure the growth of Assets Under Management (AUM) or book size.
  • Target Achievement: Responsible for achieving targets based on acquisition and revenue generation through investment products.
  • Business Development: Responsible for business development through the acquisition of high net worth clients.
  • Client Engagement: Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

Requirements

  • Educational Qualifications: Graduation/Post-Graduation in any discipline.
  • Experience: 5+ years of wealth management experience in the industry/Must be from a wealth platform or banking background.
  • Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform.
  • IT Skills: MS Office/MS Excel/AMFI/IRDA (Certification).

Why Choose Us?

Our organization offers a dynamic and supportive work environment that fosters growth and development. We believe in recognizing and rewarding outstanding performance and offer competitive compensation packages to our employees.

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