Strategic Wealth Development Specialist
2 days ago
We are seeking an experienced Strategic Wealth Development Specialist to join our team at equentis. This is a challenging and rewarding role that requires strong sales and relationship-building skills, as well as a deep understanding of wealth management principles.
About the RoleThe successful candidate will be responsible for developing and executing strategies to acquire and retain high-net-worth clients. They will work closely with our research team and financial planning department to provide expert advice and guidance to clients, helping them to achieve their financial goals.
The ideal candidate will have a strong track record of success in wealth management, with experience working with high-net-worth individuals and families. They will possess excellent communication and interpersonal skills, as well as the ability to analyze complex financial data and make informed recommendations.
Responsibilities- Develop and execute strategic plans to acquire and retain high-net-worth clients
- Work closely with our research team and financial planning department to provide expert advice and guidance to clients
- Analyze client data to identify trends and opportunities for growth
- Build and maintain strong relationships with clients and colleagues
- Stay up-to-date with industry trends and developments, and apply this knowledge to inform client advice and strategy
- Minimum 5 years of experience in wealth management, preferably in a private banking or investment advisory role
- Strong sales and relationship-building skills, with a proven track record of success
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues at all levels
- Ability to analyze complex financial data and make informed recommendations
- Deep understanding of wealth management principles and practices, including investment products and services
We offer a competitive salary package, including a base salary of ₹10 lakhs per annum, plus bonuses and benefits. We also offer a comprehensive training program, designed to help you develop your skills and knowledge in wealth management.
LocationThis role is based in Mumbai, Lower Parel. You will be required to work from our office location, although some remote work may be possible on occasion.
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