Verified Job
Accounting - Finance
Wealth Specialist
Accounting - Finance
#552087
Remote / WFH
Job Description
•Act as a dedicated single point of contact / trusted advisor for 80-100 HNWI client relationships
•Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/solutions provided by Group.
•Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements.
•Plans and conducts special sales initiatives and events for prospective and existing clients
•Maintains complete relationship record for assigned customer accounts
•Portfolio management
•Review individual account relationships to determine the banking and investment needs of clients
•Identify the risk profile of the customer
•Identify potential investment products for clients
•Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products, mutual funds, structured products, portfolio managements services (PMS), AIF, Insurance. etc. and bank-related products & services Product Advice
•Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/solutions provided by Group.
•Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements.
•Plans and conducts special sales initiatives and events for prospective and existing clients
•Maintains complete relationship record for assigned customer accounts
•Portfolio management
•Review individual account relationships to determine the banking and investment needs of clients
•Identify the risk profile of the customer
•Identify potential investment products for clients
•Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products, mutual funds, structured products, portfolio managements services (PMS), AIF, Insurance. etc. and bank-related products & services Product Advice
