Relationship Manager
1 month ago
Yubi Group is revolutionizing global debt markets by streamlining the flow of finance between borrowers, lenders, and investors. Our platform empowers the discovery, investment, fulfillment, and collection of any debt solution.
Job DescriptionThe Relationship Manager-Wealth is the primary point of contact with clients, responsible for acquiring and managing high-net-worth relationships. This role involves designing and implementing financial plans, ensuring clients receive and execute on the right advice.
Key Responsibilities:- To establish and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
- To demonstrate expertise in wealth management products, including debentures, alternative investment funds, and portfolio management services.
- 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.
- 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 negotiation skills.
- 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.
We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.
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