Private Wealth Manager Jobs

VACANCY

Head - Client Acquisition / Wealth Manager

Financial Services Firm (5-20 yrs)

LOCATION

CITY

CANADA

TORONTO

VANCOUVER

USA

NEW YORK CITY

WASHINGTON DC

BRAZIL

SAO PAULO

Experience required: Graduate with 5 to 20 years / Postgraduate from a premier institute with 2 to 5 yrs exp in direct selling

Compensation: Best in Industry

Other perks: Mobile Rem. + Conveyance + Performance Bonus + Huge Incentives

Candidate Profile:Preferably handling AUM of USD 5Mn and above.

CANDIDATE CAN BE FROM EITHER OF THESE TRADES

Investment Banking

Banks / NBFC’s

Investment Advisors

Stock Broking

Forex Broking

Fund House

Key Skills:HNI / Ultra HNI Acquisition

Handling Wealth Management Relationship

Portfolio Management

AUM (Assets Under Management)

Mutual Funds

Communication Skills

Great Networking Skills

Should have excellent social/ interpersonal skills.

Should be okay with Client Acquisition (B2C)

Wealth Manager Roles and Responsibilities

ØSourcing & Acquiringbusiness fromHNI / UltraHNI’s, Family Offices, Large Corporates, Fund House, Pension Fund, Treasuries, etc.

ØAccountable for developing and implementing an integrated customer marketing plan, which addresses wealth - creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client’s profile so as to identify opportunities and match these opportunities to products / solutions provided by the organization.

ØAdvise HNI/Ultra HNI clients on their Investments and inducting them to our Investment Portfolio

ØIncreasingtheinvestmentunder AUMportfoliosize.

ØEnsuringadherencetocomplianceprocessesandguidelines. Comply with KYC / AML rules, regulations, and legislation governing the financial services industry.

ØAdviceclientsonour Algorithmic Trading product returns to maximise their investments.

ØDevelopnewclientrelationsthroughown network, previous clients, references, building new relationships and increasing depth in existing relationships with clients.

ØGenerate thecross-sellingbusiness from existing clients bycross sellingother products.

ØMaintain and develop client relationships and periodic visit to existing clients.

ØManage and track the leads and maintain DSR on regular basis.

ØProfiling Customers and provide financial other products to meet customer needs.

ØEnsuring the highest levels of service to the High-Net-Worth customers.

ØFormulate outbound and inboundsales plan to acquire new customers for increasing customer base of the portfolio.

ØKey products are – Algorithmic Trading in Forex, Metals, Oil & Gas

Unsecured Trade Finance Products like SBLC, BG, PBG, EMD, POF, LC, SBLC monetisation, etc.

ØAchieve budgeted targets in terms of number of clients / volumes of business. Responsible for achieving targets as assigned by the organization on a monthly basis.

ØShare regular communications with clients regarding information, research, and material of the organization.

ØProvide regular updates to the immediate superior as and when required.

If you feel, you are the right person whom we are looking for, then please share your updated resume with clearly mentioning the Post & Location applied for.

Also, you would be required to furnish:

1.Your recent photograph

2.Your current employer

3.Your designation in the current employment

4.Since how long, you are in this current employment.

5.Your current salary with breakup

6.Your expected salary

7.Notice Period required by you, in case, you are selected for the role.

8.Your contact details should include WhatsApp Number along with country code, email address, LinkedIn link.

Kindly mail all these documents to: Subject: Head Wealth Manager – (Location)

[email protected]

[email protected]