Stealth Fintech - Wealth Manager (4-8 yrs)
Wealth Manager
- Develop a client base of investors and manage relationships on a regular basis
- Work closely with internal and external stakeholders to establish HNI, advisory and institutional channels
- Responsible for key account management and customer success specific to the wealth clients of Leaf Round
- Maintain a log of client concerns or feedback and evaluating them for better success rates
- Develop new AUM as well as expand and deepen existing relationships to increase overall AUM
- Achieve budgeted targets in terms of number of clients / volume of business & assets
- Cross-sell products and services to clients as per their lifestyle needs, and risk requirements while keeping in mind their financial objectives
- Undertake strategic initiatives partnering with other fintech startups, product enhancement etc.
- Engage in multiple activities such as referrals, social networking, utilizing social platforms, attending conferences, and even cold-calling high-quality databases to develop new client relationships
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