
High Net Worth Client Manager
21 hours ago
We are seeking a skilled professional to manage and grow wealth for our clients. This is a challenging and rewarding role that requires strong research and analysis skills, as well as excellent communication and relationship management abilities.
The successful candidate will have experience in managing and acquiring wealth customers, with a strong understanding of investment products and financial markets. They will be responsible for providing high-quality advice and guidance to clients, identifying new business opportunities, and building strong relationships with key stakeholders.
Key Responsibilities:
- Catering to the investment needs of clients by providing them research-based advice in wealth products
- Manage HNI & UHNI clients through client visits, suggest financial products to the clients and achieve business target.
- Responsible for product penetration and increasing client's wallet share.
- Identifying prospective clients & acquiring new clients.
Required Skills and Qualifications:
To succeed in this role, you will need:
- A postgraduate degree in any specialization
- MBA/PGDM or equivalent qualification
- At least 34 years of work experience in wealth management
- Good relationship management and service focus skills
- Good communication and presentation skills
- Stock market knowledge
Benefits:
This role offers a competitive salary package, including bi-annual appraisals and growth opportunities. You will also receive attractive quarterly incentives and be part of a dynamic and supportive team.
Contact Us:
For more information, please contact us at your earliest convenience.
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