Job Description

Summary:Responsible for acquiring NTF (New to the Firm) clients, revenue generation, and maintaining relationships with HNI/UHNI & corporate clients. The role involves offering wealth advisory services and ensuring growth of AUM/book size.Your Future Employer: A leading wealth management firm committed to providing expert financial advisory services.Responsibilities:- Analyse financial information obtained from clients to determine strategies for meeting their financial objectives.- Monitor financial market trends to ensure client plans remain responsive.- Ensure growth of AUM/book size.- Achieve targets based on acquisition and revenue generation through investment products.- Develop business through acquisition of high net-worth clients.- Conduct mandatory meetings with clients to update them on current market scenarios.- Analyse client portfolios and provide necessary recommendations.- Recommend appropriate financial products.- Identify customer needs and assess their risk appetite.- Provide regular updates to the immediate superior as required.- Develop and enforce plans to meet client needs.Requirements:- Graduation/Post Graduation in any discipline.- 5+ years of wealth management experience in the industry.- Must be from a wealth platform or banking background.- Strong understanding of market pulse and investment products.- Proficiency in MS Office/MS Excel; AMFI/IRDA certification preferred.What is in it for you:- Opportunity to work with a reputed wealth management firm.- Career growth and exposure to high-net-worth clientele.- Competitive compensation and incentive structure.Reach us:If you think this role aligns with your career goals, kindly email your updated CV to for a confidential discussion on the role.Profile Keywords: Relationship Manager Jobs, Wealth Management Jobs, Banking Jobs, Financial Advisory Jobs, HNI Client Management, UHNI Client Acquisition, Investment Banking, Financial Markets, Asset Management, Portfolio Management. (ref:updazz.com)

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