Wealth Manager - B2B Domain - Wealth Management & Financial Advisory Firm (2-5 yrs)

Wealth Manager- B2B

Job Description:

Global Leading Wealth mgmt and financial advisory firm requires Wealth Manager (B2B)- Mumbai.

One of our client a leading wealth mgt and Financial advusory firm based out of Mumbai which has been rendering customized FX, Treasury and Wealth Management solutions across India and Asia.It has a team of expert professionals with vast experience in FX & Treasury Management.

They have served over 900 clients from forty distinct industries. We have worked with multinational corporations, public limited companies, small and medium-sized enterprises & entrepreneurial start-ups. We understand the demands and challenges that are unique to each one of them. Throughout these exchanges,It has accumulated a wealth of tacit domain knowledge.

PFB the JD and details:

Skills and Competencies:

- Ability to use & analyze data tools related to wealth products.

- Bench-marking Peers/Execution on Key Initiatives/Management.

- Discussion/MIS Review.

- Maintaining external network i.e. maintaining contact with the customers.

- Attitude to service clients by providing them with smooth and superior service delivery.

- Experience in building and maintaining long-term relationships, deepening relationships and growing revenues for the organization.

- Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills.

- Ensure compliance with key regulatory and organization-level requirements Our commitment to Diversity, Equity, and Inclusion.

- The diversity of our people is one of our greatest strengths.

- An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will be encouraged to be yourself and supported to perform at your best.

Qualifications and skills:

Preferred Educational Qualifications and Work Experience:

- 2-5 years of Relevant experience in Investment Advisory/Wealth management.

- MBA / CA or equivalent from a premium institute.

- Relevant certifications (RIA level 1 & level 2 from SEBI, if successfully passed).