184 Crescendo Global Jobs

Summary:

Responsible for acquiring NTF (New to the Firm) clients, revenue generation, and maintaining relationships with HNI/UHNI & corporate clients. The role involves offering wealth advisory services and ensuring growth of AUM/book size.

Your Future Employer:

A leading wealth management firm committed to providing expert financial advisory services.
Responsibilities:

- Analyse financial information obtained from clients to determine strategies for meeting their financial objectives.

- Monitor financial market trends to ensure client plans remain responsive.

- Ensure growth of AUM/book size.

- Achieve targets based on acquisition and revenue generation through investment products.

- Develop business through acquisition of high net-worth clients.

- Conduct mandatory meetings with clients to update them on current market scenarios.

- Analyse client portfolios and provide necessary recommendations.

- Recommend appropriate financial products.

- Identify customer needs and assess their risk appetite.

- Provide regular updates to the immediate superior as required.

- Develop and enforce plans to meet client needs.

Requirements:

- Graduation/Post Graduation in any discipline.

- 5+ years of wealth management experience in the industry.

- Must be from a wealth platform or banking background.

- Strong understanding of market pulse and investment products.

- Proficiency in MS Office/MS Excel; AMFI/IRDA certification preferred.

What is in it for you:

- Opportunity to work with a reputed wealth management firm.

- Career growth and exposure to high-net-worth clientele.

- Competitive compensation and incentive structure.

Reach us:

If you think this role aligns with your career goals, kindly email your updated CV to for a confidential discussion on the role.

Profile Keywords: Relationship Manager Jobs, Wealth Management Jobs, Banking Jobs, Financial Advisory Jobs, HNI Client Management, UHNI Client Acquisition, Investment Banking, Financial Markets, Asset Management, Portfolio Management.