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Relationship Manager
DWS Investment
posted 4mon ago
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Key skills for the job
Job Description
- Providing financial advice and implementing financial planning recommendations for high net-worth clients
- Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment
- Buying and selling stock on behalf of the client
- Managing investments
- Building client relationships and actively engaging in client acquisition
- Addressing client needs through effective application of bank products
- Referring clients to other areas of the bank to expand their banking relationship
- Assuring service quality and client satisfaction
- Complying with all bank policies and procedures
- Maintaining current knowledge of all banking products
- Complementary Health screening for 35 yrs. and above
Your key responsibilities
- Understanding the DB platform capabilities and mapping these with requirements of key large potential/prospects.
- Prospecting to and On boarding your key client relationships to the DB WM platform
- Imbibe the DB values and culture and demonstrate these both in spirit and letter.
- Ensure all regulatory and internal trainings/disclosures and KYC requirements are done timely
- Share best practices from competition firms and help in strengthening DB product and services platform
Your skills and experience
- You should ideally have work experience of 15-20 years in the Wealth Management space.
- We are open to looking at potential candidates from the corporate/investment banking, who can leverage their expertise and bring in WM opportunities prevalent in these two areas.
- You should have actively managed about 20-30 relevant clients. The managed AUM should be in the range of INR 800-1500 crores yielding revenues of 8-15 crores.
- We are also open to senior team leads coming in with team size of 2-3 people. The team delivery should be about 15 crores of revenue.
How we ll support you
- Training and development to help you excel in your career
- Flexible working to assist you balance your personal priorities
- Coaching and support from experts in your team
- A culture of continuous learning to aid progression
- A range of flexible benefits that you can tailor to suit your needs
Employment Type: Full Time, Permanent
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