Wealth Manager - UHNI/Family Office - Investment Advisory Firm

Description of the Role and Profile Requirement

Company: Investment advisory firm

Role: Wealth Manager - UHNI/Family office

Location: Mumbai

Requirements:

a. Should have worked in a Private Bank or a Boutique wealth management company in India Territory.

b. A good track record of new relationship acquisition, building AUM

c. Should have a large existing book of customers including ultra HNI

d. Should have a connect with a large network of channel partners, banks and family office.

Skills:

a. Passion towards sales and acquiring new customers.

b. Presenting our Brand and building relationships with the Ultra HNIs and Family offices.

c. Should be good at building a channel network to generate leads.

Responsibilities:

a. Sourcing new customers through Portfolio Management, Advisory and Research Based AUM products.

b. Provide and maintain, on an ongoing basis, a daily sales report, figures, forecasting

c. and any other records which may be required by the Head to keep up-to-date, records of sales and performance.

d. Responsible for managing relationships

e. Responsible for completion of regulatory requirements like KYC, advisory and account opening related documentation.

f. Maintaining regular contact with clients including regular face to face meetings

g. Assess client's risk and return aspirations and deliver a tailored portfolio of Products.

h. Engage in periodical competitor mapping and suggest product and business team to track market developments.

i. Provide a genuine advisory approach with highest level of customer obsession, thereby becoming the first point of contact for any investment needs.

j. Contact prospective customers to present information and explain our products and anticipated returns.

Education :- MBA/CA/CFA or Equivalent