Owner at Transcend HR Solutions
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Wealth Relationship Manager - Sales - Advisory Firm (0-3 yrs)
Wealth RM Leading Advisory firm
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 Responsibilities :
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 - 3 Years
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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