Job Description

Roles & Responsibilities

1. Leverage an existing book of HNI and HNW relationships to generate new business.
2. Should have knowledge of Mutual Funds, Bonds, ETF, Equities and Structured Products.
3. Working in Indian Banks with NRI base are open to apply particularly with UAE market.
4. Client Acquisition through cold calling or referrals or networking channels.
5. 
   
6. Only whose will be shortlisted for interview who can match any 1 out of 3 first points.
7. 
   
8. Cultivate and deepen relationships with high-net-worth individuals by understanding their unique financial goals and risk tolerance.
9. Develop and implement tailored investment strategies and comprehensive wealth management plans to meet client objectives.
10. Proactively identify and pursue new business opportunities to expand the client portfolio and drive revenue growth.
11. Conduct regular portfolio reviews and performance analysis, providing clear and insightful updates to clients.
12. Ensure strict adherence to compliance regulations and internal policies while safeguarding client assets.
13. Continuously enhance client experience through personalized service and proactive communication, fostering long-term loyalty.
14. Manage client inquiries and resolve issues efficiently and effectively, maintaining a high level of client satisfaction.

Desired Candidate Profile

1. Bachelor's degree in finance, Economics, Business Administration, or a related field is essential.
2. Demonstrated success in client acquisition, retention, and AUM growth within the financial services industry.
3. Exceptional interpersonal, communication, and presentation skills to build trust and rapport.
4. Strong analytical and problem-solving abilities to interpret complex financial data and offer strategic solutions.
5. High degree of integrity, discretion, and ethical conduct in all client dealings.
6. Ability to work independently and collaboratively in a fast-paced, results-oriented environment.
7. Fluency in English; proficiency in additional languages relevant to the client base is a significant advantage.
8. Minimum of 2-7 years of progressive experience in wealth management or investment advisory.

Job Description

Roles & Responsibilities

1. Leverage an existing book of HNI and HNW relationships to generate new business.
2. Should have knowledge of Mutual Funds, Bonds, ETF, Equities and Structured Products.
3. Working in Indian Banks with NRI base are open to apply particularly with UAE market.
4. Client Acquisition through cold calling or referrals or networking channels.
5. 
   
6. Only whose will be shortlisted for interview who can match any 1 out of 3 first points.
7. 
   
8. Cultivate and deepen relationships with high-net-worth individuals by understanding their unique financial goals and risk tolerance.
9. Develop and implement tailored investment strategies and comprehensive wealth management plans to meet client objectives.
10. Proactively identify and pursue new business opportunities to expand the client portfolio and drive revenue growth.
11. Conduct regular portfolio reviews and performance analysis, providing clear and insightful updates to clients.
12. Ensure strict adherence to compliance regulations and internal policies while safeguarding client assets.
13. Continuously enhance client experience through personalized service and proactive communication, fostering long-term loyalty.
14. Manage client inquiries and resolve issues efficiently and effectively, maintaining a high level of client satisfaction.

Desired Candidate Profile

1. Bachelor's degree in finance, Economics, Business Administration, or a related field is essential.
2. Demonstrated success in client acquisition, retention, and AUM growth within the financial services industry.
3. Exceptional interpersonal, communication, and presentation skills to build trust and rapport.
4. Strong analytical and problem-solving abilities to interpret complex financial data and offer strategic solutions.
5. High degree of integrity, discretion, and ethical conduct in all client dealings.
6. Ability to work independently and collaboratively in a fast-paced, results-oriented environment.
7. Fluency in English; proficiency in additional languages relevant to the client base is a significant advantage.
8. Minimum of 2-7 years of progressive experience in wealth management or investment advisory.