Wealth Relationship Manager
Job Description
Work Level: Middle ManagementCore: Disciplined
Leadership: Active Listening
Role: Relationship Manager
Industry Type: Investment Banking/Venture Capital/Private Equity
Function: Relationship Manager
Key Skills: Private Wealth, Wealth Manager, Ultra HNI, Client Relationship Management, Wealth Management
Education: PG/ Master
Note: This is a requirement for one of the Workassist Hiring Partner.
Primary Responsibilty:
Relationship Manager
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.
Company Description
Workassist is an online recruitment and employment solution providing a platform in India. We connect job seekers with relevant profiles to employers across different industries and experience levels. Our e-recruitment technology allows us to quickly adapt to the new normal and assist job seekers in finding the best opportunities and employers in finding the best talent worldwide.We work with over 10,000+ recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and legal to help them recruit great emerging talents.
For a seamless job search experience, visit our website: https://bit.ly/3QBfBU2.
(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).
So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!