Requirements

• 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.
  

• 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.