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Private Wealth Manager Jobs
Company | Rayon Capital |
Address | Toronto, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Expires | 2023-06-24 |
Posted at | 11 months ago |
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)
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