• Leverage an existing book of HNI and HNW relationships to generate new business.
• Should have knowledge of Mutual Funds, Bonds, ETF, Equities and Structured Products.
• Working in Indian Banks with NRI base are open to apply particularly with UAE market.
• Client Acquisition through cold calling or referrals or networking channels.
• Only whose will be shortlisted for interview who can match any 1 out of 3 first points.
• Cultivate and deepen relationships with high-net-worth individuals by understanding their unique financial goals and risk tolerance.
• Develop and implement tailored investment strategies and comprehensive wealth management plans to meet client objectives.
• Proactively identify and pursue new business opportunities to expand the client portfolio and drive revenue growth.
• Conduct regular portfolio reviews and performance analysis, providing clear and insightful updates to clients.
• Ensure strict adherence to compliance regulations and internal policies while safeguarding client assets.
• Continuously enhance client experience through personalized service and proactive communication, fostering long-term loyalty.
• Manage client inquiries and resolve issues efficiently and effectively, maintaining a high level of client satisfaction.
• Bachelor's degree in finance, Economics, Business Administration, or a related field is essential.
• Demonstrated success in client acquisition, retention, and AUM growth within the financial services industry.
• Exceptional interpersonal, communication, and presentation skills to build trust and rapport.
• Strong analytical and problem-solving abilities to interpret complex financial data and offer strategic solutions.
• High degree of integrity, discretion, and ethical conduct in all client dealings.
• Ability to work independently and collaboratively in a fast-paced, results-oriented environment.
• Fluency in English; proficiency in additional languages relevant to the client base is a significant advantage.
• Minimum of 2-7 years of progressive experience in wealth management or investment advisory.
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