Owner at Transcend HR Solutions
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Wealth Manager - Sales - Advisory Firm (1-10 yrs)
Dear Candidate
Please find below Job Description
JOB DESCRIPTION: Relationship Team
PURPOSE: Client Acquisition and Relationship management
- Delivery of advisory services to clients through a high level of engagement, in line with the values & ethos of the organization
- Ensure that advice is implemented based on the intelligence & products recommended by the organization
PRINCIPAL RESPONSINILITIES:
Prospecting - Maintaining an active lists of prospects & ensure a strong engagement with them to convert them to clients
Client Management - Managing clients with a long term relationship building approach
Client Advisory & Reviews - Understanding client needs to ensure the right proposals & periodic reviews are prepared for them, in consultation with the Ideation & Advisory Team
- Maintain a high level of client centricity & service standards
- Keep abreast with market developments and events to ensure timely action is taken towards risk management in client portfolios
ORGANIZATIONAL SCOPE:
SUPERVISION: - Directly: No. - Indirectly: No
QUALIFICATION GUIDELINES:
EDUCATION: -
Chartered Accountant having worked with the Big 4 - MBA in Finance from Tier 1 B-schools
SPECIAL KNOWLEDGE: -
Strong knowledge & understanding of Financial, Real Estate & Commodity Market
EXPERIENCE REQUIREMENTS: - Experience in handling HNIs & UHNIs in previous roles
0.6 - 2 Yrs
5 - 10 Yrs
SPECIAL SKILLS (MANAGERIAL/BEHAVIOURAL): -
Good Communication Skills
- Adept at preparing & making presentations
- Organized, Methodical, Proactive
- Ownership & Go Getter
TRAVEL:
- Travelling will depend upon the client's need & location
COMPENSATION RANGE:
- Based on experience & suitability
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