The role of a Wealth Manager is highly entrepreneurial and involves extensive client development, prospecting, and financial consultancy.

Job Responsibilities will include:

• Actively sourcing and prospecting for potential clients
• Should be responsible in building and maintaining long term relationships with a portfolio of financially successful clients
• Is expected to be equipped with skills and tools necessary to fast track client to financial and professional success.
• Reviewing and monitoring clients’ financial progress and status regularly.
• The candidate should possess first class interpersonal and communication skills
• Proactive management of the client base to increase penetration of wealth management products, increase share wallet and improve profitability of the customer base.
• Proactive learning and self development initiatives to understand the latest product offerings in the market.
• Effective management of customer relationships and anticipation of customers financial needs on an ongoing basis.
• Growth of portfolio as outlined in the business plans for the package (existing and new business) and number of customers managed (Must Require Acquisition of New HNI Clients )
• Key performance indicators on activity, sales & persistency by developing, formulating and implementing specific sales plans to achieve targets.

Qualification Requirements

• Graduation in any field; MBA in Finance would be added advantage

Personal Attributes

• Good Interpersonal,
• Sound Knowledge in Financial Instrument.
• Ambitious and willing to work hard to achieve targets.
• Ability to work individually

The role of a Wealth Manager is highly entrepreneurial and involves extensive client development, prospecting, and financial consultancy.

Job Responsibilities will include:

• Actively sourcing and prospecting for potential clients
• Should be responsible in building and maintaining long term relationships with a portfolio of financially successful clients
• Is expected to be equipped with skills and tools necessary to fast track client to financial and professional success.
• Reviewing and monitoring clients’ financial progress and status regularly.
• The candidate should possess first class interpersonal and communication skills
• Proactive management of the client base to increase penetration of wealth management products, increase share wallet and improve profitability of the customer base.
• Proactive learning and self development initiatives to understand the latest product offerings in the market.
• Effective management of customer relationships and anticipation of customers financial needs on an ongoing basis.
• Growth of portfolio as outlined in the business plans for the package (existing and new business) and number of customers managed (Must Require Acquisition of New HNI Clients )
• Key performance indicators on activity, sales & persistency by developing, formulating and implementing specific sales plans to achieve targets.

Qualification Requirements

• Graduation in any field; MBA in Finance would be added advantage

Personal Attributes

• Good Interpersonal,
• Sound Knowledge in Financial Instrument.
• Ambitious and willing to work hard to achieve targets.
• Ability to work individually