
Strategic Asset Manager
2 days ago
About Us
We are a wealth management firm focused on simplifying the financial lives of high net worth individuals and ultra-high net worth individuals.
We offer a transparent, data-driven approach to financial success, specializing in wealth creation, risk management, tax planning, and estate planning.
Certified as a 'Great Place to Work,' we foster a culture of trust, collaboration, and excellence. We serve clients globally and empower them to make informed investment decisions.
Job Overview
We are seeking a relationship manager to develop and manage client relationships to enhance and acquire more assets under management.
The ideal candidate will have strong interpersonal skills and be able to align assets with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of the portfolio.
The successful candidate will review and service portfolios to create a wow experience for clients, onboard new relationships, conduct marketing activities, and learn new skills and knowledge to better service clients.
We value ethics in providing services and analysis and work closely with product teams for delivering specialized advice.
Key Responsibilities
- To Develop & Manage Client relationships in order to enhance and acquire more AUM.
- Align AUM as per Client's Financial Strategy to reduce Risk, Cost, & Tax also to enhance desired returns & Volatility of the portfolio.
- Review/Service portfolio to create a wow experience for clients.
- On board new relationships -Clients acquisition.
- Conduct Marketing activities to increase no of clients managed.
- Learn new skills and knowledge to service clients better.
- Work closely with the product teams for delivering specialized advice.
Benefits
We offer a competitive compensation package and opportunities for growth and development.
Our team is dedicated to making a positive impact on our clients' lives and we strive to create a work environment that values teamwork, respect, and open communication.
Join Our Team
We are a dynamic and forward-thinking organization looking for talented professionals to join our team. If you are passionate about helping others achieve their financial goals, please apply today.
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