Strategic Wealth Manager
2 weeks ago
About Us
4S Advisory is a leading provider of wealth management services, helping high-net-worth and ultra-high-net-worth individuals achieve their financial goals.
About the Role
We are seeking an experienced and strategic wealth manager to join our team. As a Head/Sr Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, providing them with bespoke wealth management services, and driving business growth.
Key Responsibilities
- Develop and implement customized wealth management strategies for clients, incorporating their financial goals, risk tolerance, and investment objectives.
- Conduct thorough analysis of clients' financial situations, identifying opportunities to optimize their wealth and achieve their goals.
- Collaborate with our research and advisory team to provide clients with superior investment solutions, ensuring alignment with their investment objectives.
- Track market trends and identify new investment opportunities, ensuring our clients stay ahead of the curve.
- Focus on business development and achieve growth in relationship value, revenues, and client stickiness.
- Achieve product-wise targets and cross-sell products as per demographic, lifestyle, and risk profiling.
- Formulate outbound and inbound sales plans to acquire new HNI clients, increasing our customer base.
- Conduct risk profiling of all mapped clients and showcase investment products as per client risk profile.
- Provide and maintain daily/weekly sales reports, figures, forecasting, and other records required by the team.
Requirements
- 15-25 years of relevant experience in investment advisory/wealth management.
- MBA/CA or equivalent from a premium institute.
- Relevant certifications.
- Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations.
- Ability to think and execute strategically, prioritize, and resolve complex problems.
- Detail-oriented with superior organizational and time management skills, including delegation of work.
- Team player with the ability to collaborate with others.
- Ability and interest to work in a fast-paced, evolving environment.
About Us
At 4S Advisory, we are committed to delivering innovative and sustainable outcomes for our people, clients, shareholders, and communities. We believe in creating an inclusive and equitable environment that enables our employees to thrive and deliver exceptional results.
Preferred Qualifications
We are looking for candidates who share our values and are passionate about delivering exceptional wealth management services.
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