
Strategic Financial Leader
18 hours ago
This role entails developing tailored solutions to cater to clients' unique needs and preferences, ensuring timely updates and relevant information sharing with leads.
- The incumbent will be responsible for broadening the client base through networking, leveraging existing investors for referrals, and growing Assets Under Management (AUM).
- A key aspect of this job is initiating timely portfolio reviews for existing investors, upselling, and cross-selling products to them while keeping them informed about market trends.
- The position also involves coordinating marketing activities with regional teams and product specialists.
Required Skills and Qualifications:
- Exceptional social skills with the ability to build strong relationships.
- Excellent communication and listening skills with the capacity to simplify complex information.
- Confident individual who presents themselves well in client-facing situations.
- Strong analytical and logical abilities with a focus on understanding clients' financial goals.
- Ability to manage stress, follow procedures, and maintain emotional stability while achieving targets.
- Familiarity with compliance requirements and willingness to provide documentation as needed.
Benefits:
- Minimum 7-12 years of experience in Wealth Management, Financial Planning & Investment Advisory.
- Possession of relevant certifications is an asset.
- Exposure to various wealth instruments, including Insurance, FD, Mutual Funds, PMS, AIF, etc.
- A proven track record of AUM generation.
- A minimum AUM size of 30 cr.
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