HR at Systematix Group
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Systematix Group - Senior RM/AVP - Wealth Management (4-8 yrs)
Job Description:
Acquiring preferred clients (HNI/Ultra HNI & single individual client).
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio.
Track the HNI/Ultra HNI segment in the market for new client acquisition.
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To coordinate with product and research team for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.
Desired Candidate Profile:
Chartered Accountant / MBA (finance or marketing) Degree holder or focused education in wealth management.
4+ years of relevant work experience in the financial industry preferred.
Wealth Manager for Preferred RM Wealth Desk with good experience in HNI Client Relationship.
Should have relevant experience in acquiring and catering to Ultra HNI / Corporate clients.
Should be familiar in marketing innovative products in Equity / Mutual Fund / Commodities / Currencies and AIF etc.
Candidate must be a go getter and enjoy good relationship with corporate and ultra high net worth clients.
Female candidates will be preferred.
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