Team lead at Crescendo Global
Views:3 Applications:5 Rec. Actions:Recruiter Actions:0
Relationship Manager - Wealth Management (5-12 yrs)
Summary:
Responsible for acquiring NTF (New to the Firm) clients, revenue generation, and maintaining relationships with HNI/UHNI & corporate clients. The role involves offering wealth advisory services and ensuring growth of AUM/book size.
Your Future Employer:
A leading wealth management firm committed to providing expert financial advisory services.
Responsibilities:
- Analyse financial information obtained from clients to determine strategies for meeting their financial objectives.
- Monitor financial market trends to ensure client plans remain responsive.
- Ensure growth of AUM/book size.
- Achieve targets based on acquisition and revenue generation through investment products.
- Develop business through acquisition of high net-worth clients.
- Conduct mandatory meetings with clients to update them on current market scenarios.
- Analyse client portfolios and provide necessary recommendations.
- Recommend appropriate financial products.
- Identify customer needs and assess their risk appetite.
- Provide regular updates to the immediate superior as required.
- Develop and enforce plans to meet client needs.
Requirements:
- Graduation/Post Graduation in any discipline.
- 5+ years of wealth management experience in the industry.
- Must be from a wealth platform or banking background.
- Strong understanding of market pulse and investment products.
- Proficiency in MS Office/MS Excel; AMFI/IRDA certification preferred.
What is in it for you:
- Opportunity to work with a reputed wealth management firm.
- Career growth and exposure to high-net-worth clientele.
- Competitive compensation and incentive structure.
Reach us:
If you think this role aligns with your career goals, kindly email your updated CV to for a confidential discussion on the role.
Profile Keywords: Relationship Manager Jobs, Wealth Management Jobs, Banking Jobs, Financial Advisory Jobs, HNI Client Management, UHNI Client Acquisition, Investment Banking, Financial Markets, Asset Management, Portfolio Management.
