Recruiter at Career Peach
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Manager - Investor Acquisition - HNI/UHNI Client Services - Wealth Management/Broking/Financial Services (2-6 yrs)
PRE-REQUISITES:
- Candidates with prior experience of acquiring, managing and servicing Ultra High / High Net worth Clients (across all asset classes in a Broking/Private bank/wealth management set up
- Drive all stages of the process including origination, valuation, due diligence, transaction execution and paperwork, integration, and investor relations and reporting.
- Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.
- Managing client relationship and generate AUM from preferred clients.
- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.
- To conduct and assist in organizing seminars, workshops and other business development activities.
Required Candidate profile:
- Any Graduate/ Post Graduate with any other qualification / certification like CFP/ NISM will be an advantage.
- With a min of 2 yrs experience in Acquisition, Sales & Financial Planning of HNI Clients
- Should be from Banking / Broking / Insurance industry / Wealth Management/ Asset Management Company/ Mutual Fund will be preferred for this position.
- Excellent Communication Skill.
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