Wealth Manager - AVP/VP
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Key skills for this role
About the Role
Talengage is seeking a Wealth Manager (AVP/VP) for a leading NBFC in Dubai. The role involves acquiring and managing HNI/UHNI relationships, providing wealth advisory services, and driving business development.
Key Skills for This Role
Responsibilities
- Acquire new to firm HNI/UHNI and corporate clients
- Provide wealth advisory services and manage client relationships
- Ensure growth of AUM or book size
- Analyze client portfolios and recommend financial products
- Identify customer needs and assess risk appetite
- Conduct regular client meetings to update on market scenario
Requirements
- 5+ years of Wealth Management experience
- Graduation / Post Graduation in any discipline
- Understanding of market pulse and investment products
- Proficiency in MS Office / MS Excel
- AMFI / IRDA certification
- Result orientation and customer focus
- Interpersonal and relationship management skills
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 by delivering the best standards of services.
Roles and Responsibilities
- Responsible for acquiring NTF clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and 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 the current market scenario.
- Analyze client portfolios and make necessary suggestions. Recommend financial products.
- Responsible for identifying customer needs and assessing their risk appetite. Provide regular updates to the 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.
- Aggression. Continuous Improvement. Planning and Organizing.
- Interpersonal/ relationship management skills.
- Passion for acquisition n sales. Knowledge of investment products, macro fundamentals n behavioral finance.
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