Director at Mpower HR
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Wealth Manager - BFSI (4-10 yrs)
The role of a Wealth Manager is highly entrepreneurial and involves extensive client development, prospecting, and financial consultancy.
Job Responsibilities will include:
Actively sourcing and prospecting for potential clients
- Should be responsible in building and maintaining long term relationships with a portfolio of financially successful clients
- Is expected to be equipped with skills and tools necessary to fast track client to financial and professional success.
- Reviewing and monitoring clients- financial progress and status regularly.
- The candidate should possess first class interpersonal and communication skills
- Proactive management of the client base to increase penetration of wealth management products, increase share wallet and improve profitability of the customer base.
- Proactive learning and self development initiatives to understand the latest product offerings in the market.
- Effective management of customer relationships and anticipation of customers financial needs on an ongoing basis.
- Growth of portfolio as outlined in the business plans for the package (existing and new business) and number of customers managed (Must Require Acquisition of New HNI Clients)
- Key performance indicators on activity, sales & persistency by developing, formulating and implementing specific sales plans to achieve targets.
Personal Attributes
- Good Interpersonal,
- Sound Knowledge in Financial Instrument.
- Ambitious and willing to work hard to achieve targets.
- Ability to work individually
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