1 Opening(s)
5.0 Year(s) To 16.0 Year(s)
12.00 LPA TO 25.00 LPA
Handling Relationships & sourcing business from Family Offices, corporate treasury, Large IFAs managing Ultra HNI & Family offices, wealth advisors and Trusts including charitable and retiral.
Achieving the Annual AUM / Net Sales Target of Location/ Regions
Drive the Sales strategy keeping in sync with the Partners structure and thought process (Wealth-Bank ...
1 Opening(s)
2.0 Year(s) To 5.0 Year(s)
Not Disclosed by Recruiter
Key Responsibilities:
Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles.
Recommending ...