Wealth Relationship Manager - Bank (1-10 yrs)
Job Profile :
This job expects the Wealth Manager to develop and maintain a long-term relationship with clients by advising them on various wealth products. Identify the need of the customer and advise and manage client wealth portfolio accordingly. This individual should have a broad and deep understanding of wealth management practices and investment strategies.
Key Responsibilities :
- Advising Affluent & HNI clients on their Investments across a gamut of wealth products and managing their overall financial portfolio. Deepening the wallet from existing clients.
- Manage client portfolios, keeping client plans up-to-date.
- Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services across asset classes.
- Seek to establish a level of trust and confidence with the client so that any financial need can be addressed and solutions offered.
- Procuring the potential/target clients through networking, database, market analysis and references.
- Achieving financial goals and maintaining organization brand value.
- Ensure highest levels of customer service and experience to these HNI customers.
- Interact with clients to update them on research calls and advising on asset allocation within their financial portfolio and guide them on their investments.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
