Private Wealth Manager
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Key skills for this role
About the Role
Talengage is seeking a Private Wealth Manager for a leading NBFC in Dubai. The role involves acquiring and managing High Net Worth relationships, providing wealth advisory services, and growing AUM.
Key Skills for This Role
Responsibilities
- Acquire NTF (new to the firm) clients and generate revenue
- Maintain relationships with HNI/UHNI and corporate clients and offer wealth advisory services
- Ensure growth of AUM or book size
- Analyze financial information from clients to determine strategies for meeting financial objectives
- Acquire high net worth clients through business development
- Conduct mandatory meetings with clients to keep them updated with current market scenario
- Analyze client portfolios and make necessary suggestions
- Recommend financial products
- Identify customer needs and assess their risk appetite
- Create and enforce plans to meet customer needs
Requirements
- 5+ years of Wealth Management experience in the industry
- Must be from Wealth Platform or banking background
- Graduation / Post Graduation in any discipline
- Understanding of market pulse, knowledge on investment products, understanding of wealth platform
- MS Office / MS Excel proficiency
- AMFI / IRDA Certification
Full Job Posting
Summary
- The Relationship Manager Wealth is the ultimate face of the business
- Responsible for acquiring High Net Worth relationships and managing & retaining such relationships
- Expected to establish strong ties by designing & implementing financial plans
Roles and Responsibilities
- Responsible for acquiring NTF clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients
- Offer wealth advisory services
- Ensure growth of AUM or book size
- Analyze financial information to determine strategies for meeting clients financial objectives
- Responsible for business development through acquisition of high net worth clients
- Mandatory numbers of meetings with clients to keep them updated with current market scenario
- Analyze client portfolios and make necessary suggestions
- Recommend financial products
- Identify customer needs and assess their risk appetite
- Provide regular updates to immediate superior
- Create and enforce plans that will help meet the needs of the customer
Desired Candidate Profile
- 5+ years of Wealth Management experience in the industry
- Must be from Wealth Platform or banking background
- Graduation / Post Graduation in any discipline
- Understanding of market pulse, knowledge on investment products, understanding of wealth platform
- MS Office / MS Excel / AMFI / IRDA (Certification)
- Result Orientation, Customer Focus, Knowledge Driven
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