Top MNC Bank·7 days ago
7 days ago
Senior Wealth Manager
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What you'll do
- Acquire new HNI/UHNI clients through references, networking, existing relationships and business development.
- Manage and deepen relationships with existing affluent/HNI clients through regular meetings and portfolio reviews.
- Increase client AUM, wallet share and revenue by bringing in fresh investments and retaining existing assets.
- Understand the client's goals and risk profile and recommend suitable products such as Mutual Funds, PMS, AIF, Equities, Bonds, Fixed Income and Insurance.
- Regularly review client portfolios, monitor performance and suggest asset allocation/rebalancing wherever appropriate.
What they're looking for
- Experience in acquiring HNI/UHNI clients through references, networking, and business development
- Proven track record in relationship management with affluent/HNI clients
- Deep understanding of financial products including Mutual Funds, PMS, AIF, Equities, Bonds, Fixed Income, and Insurance
- Ability to conduct portfolio reviews, monitor performance, and suggest asset allocation/rebalancing
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
- Client Acquisition – Acquire new HNI/UHNI clients through references, networking, existing relationships and business development.
- Relationship Management – Manage and deepen relationships with existing affluent/HNI clients through regular meetings and portfolio reviews.
- AUM & Revenue Growth – Increase client AUM, wallet share and revenue by bringing in fresh investments and retaining existing assets.
- Investment Advisory – Understand the client's goals and risk profile and recommend suitable products such as Mutual Funds, PMS, AIF, Equities, Bonds, Fixed Income and Insurance.
- Portfolio Review – Regularly review client portfolios, monitor performance and suggest asset allocation/rebalancing wherever appropriate.
Company
Top MNC Bank
Chennai, India
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