Wealth Manager

PRE-REQUISITES: -

• Relationship Managers with prior experience of working in a Broking/Private

bank/wealth management set up.

• Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and

above.

• Experience of advising clients across all asset classes.
• Candidates having good vintage in their present as well as previous companies.

ROLES & RESPONSIBILITIES: -

• The Relationship Manager will be responsible for bringing their existing clients (Affluent

& Super Affluent) and building a strong client book.

• Maintaining client relationships and generate AUM from preferred clients.
• Advising Affluent clients on their Investments and managing their overall financial

portfolio and deepening the wallet from existing clients

• Track the Affluent & Super Affluent Client segment in the market for new client

acquisition

• To research, investigate and update them on available investment

opportunities/financial market trend to determine whether they fit into clients portfolios.

• To coordinate with product and research team (Centralize CFP Team) for taking

investment decision for the clients.

• To conduct and assist in organizing seminars, workshops and other business

development activities.

Qualifications:

An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Experience:Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge.

Having experience of handling HNI Client Acquisitions and Relationship Management & service.

Desired Skill Set:

• Ability to inspire trust and confidence in clients.
• Ability to engage clients in meaningful conversations about their finances and take

active interest in their financial well being.

• A thorough understanding of financial markets, their behavior, movements and

expectations with respect to market.

• Ability to process several inputs provided by research team and other sources and apply

them to the specific context of several clients thus generating insights for clients

• Good oral and written communication skills with clarity of thought, speech and

expression

• Good interpersonal skills
• Good Analytical Skills