Relationship Wealth Manager- Individual Role

Genius Consultants

7 - 11 years

7 - 11 Lacs

Delhi Delhi India

Posted:3 weeks ago| Platform: Foundit logo

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Skills Required

private wealth management Investment Advisory Client Acquisition AUM Growth Financial Products UHNI Relationship Management

Work Mode

On-site

Job Type

Full Time

Job Description

Job Description Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.

Job Role-

Providing financial solutions for high-net-worth clients.
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM / Book Size
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
Sharing model portfolios with clients
Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management.
Responsible for complying with regulatory compliance as set out by relevant regulatory authorities

Job Requirements-

Strong client UHNI network and relationships
Exceptional communication skills
Ability to think Big
High on integrity
Passionate, Ambitious & perseverant, Entrepreneurial mindset
Relationship management skills, Collaborative approach and a team player

Exp 5+ years of experience into Private wealth management.

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