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Wealth Manager

ConfidentialAhmedabad, Chennai

8 days ago

Job description

Job Description : Role Purpose

The primary purpose of this role will be to develop and manage client relationships and deliver the Sanctum proposition in line with our client engagement and advice delivery framework.

Key Responsibilities :

Financial

To contribute to the achievement of the financial targets and business composition goals of the firm
Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals.
Adopt efficient pricing and cost-control measures to ensure profitable client relationships.
Undertake initiatives to drive increase in shared of wallet of existing relationships.
Support marketing initiatives e.g. special campaigns, events, presentations etc.

Client

Ensure a high degree of client engagement and satisfaction by maintaining high standards of conduct and service in the delivery of the proposition.

Achieve good client outcomes through proper client profiling and ensuring that wealth managers follow model portfolios, house views, and product suitability and disclosure guidelines.

Minimize instances of client complaints and ensure that complaints are resolved within defined turnaround times.

Obtain and apply client insights to aid the enhancement of client experience and to improve the service delivery model.

Risk and Governance

Comply with regulations and internal policies and procedures to ensure that the firm achieves the desired assurance, audit and regulatory review and rating.

Contribute to systemization and platform strengthening to achieve scale and sustainability.

Maintain the confidentiality of sensitive information.

Manage financial, regulatory, and reputational risk for the firm and its clients prudently.

People

Foster teamwork and collaboration at all levels of the organization

Spend time on knowledge enhancing initiatives and secure mandatory certifications and licenses, wherever applicable adhere to the personal development plan.

Skills Required

Wealth Manager

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Wealth Manager • Ahmedabad, Chennai