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Job Description/Requirements
The Wealth Manager will be responsible for the initiation, development, and growth of our share of target markets; and increase of Assets Under Management (AUMs) with specific focus on corporate/Institutional clients.
Responsibilities
Responsibilities
- Implement strategic and innovative wealth management propositions across all products and platforms.
- Introduce strategic partnerships and innovations to enhance our value proposition.
- Initiate and develop client relationships in identified target markets.
- Maintain existing client relationships to increase wallet size and generate leads to buy investment products.
- Responsible for managing clients' portfolios.
- Collaborate closely with various internal and external stakeholders to improve the client experience through process enhancements, client campaigns, client events, and new segment propositions.
- Drive customer experience through quality advisory, valuable product/solution offerings, and relationship management.
- Provide leadership to drive AUM and profitability targets.
- Monitor financial market developments and propose innovative solutions to address client needs/expectations.
- Provide regular market reports to management.
- At least 5 years of proven experience in wealth management, financial advisory or a similar role.
- Minimum of a bachelor's degree or its equivalent in numerate or semi-numerate disciplines such as Finance, Banking, Business Administration, etc.
- Strong relationship management skills.
- Extensive knowledge of finance, economics, and current developments in the industry.
- Good understanding of the company's business.
- Top-notch Communication skills - oral, written, and presentation.
- Excellent negotiating skills, able to effectively influence/manage C-suite Executives, leaders, HNIs etc.
- Result oriented.
- Strategic thinking and leadership capabilities.
- Strong mathematical, analytical, and critical thinking skills.
- Demonstrate a strong sense of integrity, dependability, and confidentiality.
- A self-starter who is also a good team player.
- Proficiency with Microsoft Office suite.
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