Leader - Private Client Group

TalentWorx is a TA Advisory & acquisition platform that has emerged as a regional market leader providing innovative recruitment and staffing solutions. TalentWorx has grown into a full spectrum HR services provider for clients across Asia Pacific.

We have been retained by our client - leading Banking player to identify a seasoned leader with Private Client Group

Are you ready to lead a high-performing team dedicated to shaping the future of our workforce? If you are ready to make a significant impact in the realm of wealth management and seek a transformative career opportunity, we invite you to explore this role and apply today.

Roles & Responsibilities:

- To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio

- To achieve healthy revenues without compromising on clients profitability

- To have clear focus on client mining

- To conduct regular Client Meetings & update the same in the meeting tracker

- To attain maximum reach of investment ideas/stock calls initiated, understanding of Annual reports

- To do new client acquisition, build new relationships and increasing depth in existing relationships

- To sell Third party products

- Keep abreast of the market news, financial trends and current affairs

- To attend post result concalls, analyst meets for improved client servicing