Private Wealth Manager - Bank

The position is for a leading NBFC .

SUMMARY:

- The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client.

- (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.

- (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

Roles and Responsibilities:

- Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services.

- Need to ensure growth of AUM or book size.

- Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.

- Must ensure the growth of AUM / Book Size.

- Responsible for business development through acquisition of high net-worth clients.

- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

- Analyze client portfolios and make necessary suggestions.

- Recommend financial products.

- Responsible for identifying customer needs and assessing their risk appetite.

- Provide regular updates to the immediate superior as and when required.

- Create and enforce plans that will help meet the needs of the customer.

Desired Candidate Profile:

- 5+ years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.

- Graduation / Post Graduation in any discipline.

- Understanding of market pulse, knowledge on investment products, understanding of wealth platform.

- MS Office / MS Excel / AMFI / IRDA (Certification).

- Result Orientation.

- Customer Focus.

- Knowledge Driven.

- Aggression.

- Continuous Improvement.

- Planning and Organizing.

- Interpersonal/ relationship management skills.

- Passion for acquisition n sales.

- Knowledge of investment products, macro fundamentals n behavioral finance.