Website Jaden Executive Search
Role Overview:
We are looking for an experienced Wealth Manager to manage and grow relationships with HNI/UHNI clients, Family Offices/Houses, Financial Institutions and Corporate clients. The role will focus on client acquisition, relationship management, investment solutioning, portfolio growth and cross-selling of wealth and treasury products.
Key Responsibilities:
– Acquire and manage relationships with HNI/UHNI clients, Family Offices/Houses, Financial Institutions and Corporate clients.
– Develop new client relationships through networking, referrals, existing relationships and market outreach.
– Understand clients’ financial objectives, investment requirements, risk appetite and liquidity needs.
– Provide customized financial and wealth solutions aligned with client requirements.
– Build and deepen long-term relationships with promoters, business owners, family members, family offices, CXOs, CFOs and senior decision-makers.
– Grow and manage the assigned client portfolio / AUM and ensure strong client retention.
– Identify opportunities for cross-sell, up-sell and wallet-share expansion based on client requirements.
– Act as the primary relationship point for clients and ensure a high level of service and engagement.
– Coordinate with internal teams to ensure seamless execution of client requirements and transactions.
– Stay updated on market developments, client needs and competitive offerings to strengthen client relationships.
– Maintain strong compliance, documentation and process discipline.
– Achieve defined client acquisition, AUM, revenue and relationship-management targets.
To apply for this job please visit www.iimjobs.com.
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