High Net Worth Relationship Manager

Job Overview : Findoc is seeking an experienced and dynamic Manager of Premier Client Group (PCG) Desk to join our team. This individual will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions. The ideal candidate will have a thorough understanding of financial products such as PMS, AIF, bonds, mutual funds, and stock market offerings, including algo trading.

Key Responsibilities :

Client Acquisition & Business Development :

Drive the acquisition of UHNWIs and HNWIs, creating tailored wealth management strategies to meet their unique financial needs.

Promote and sell large portfolios, including our and third party PMS (Portfolio Management Services), AIF (Alternative Investment Funds), bonds, mutual funds, and other investment products.

Build relationships with clients, understand their financial goals, and position Findoc’s offerings as optimal solutions to their needs.

Develop and execute a comprehensive sales strategy to expand the PCG business, leveraging personal networks, industry contacts, and market intelligence.

Manage the sales process for large-ticket AIF investments, offering expert guidance on portfolio construction and diversification.

Client Relationship Management :

Serve as the primary point of contact for UHNW clients, ensuring an exceptional experience across all touchpoints.

Provide timely and accurate solutions to client queries and concerns, ensuring high levels of client satisfaction and retention.

Regularly meet clients to review their portfolios, discuss market trends, and suggest adjustments based on evolving financial goals and market conditions.

Cross-sell a wide range of financial products (PMS, AIF, bonds, mutual funds, etc.) to existing clients, maximizing business opportunities.

Investment Product Expertise :

Maintain a deep understanding of various financial products such as PMS, AIFs, bonds, and mutual funds, and be able to communicate their features and benefits effectively to clients.

Stay updated with developments in the stock market, including trading strategies, new investment products, and regulatory changes.

Have hands-on experience with stock market trading, including an understanding of algorithmic trading, and leverage this knowledge to guide clients in structuring their investment portfolios.

Guide clients on risk management strategies, portfolio diversification, and wealth preservation techniques.

Sales & Performance Metrics :

Set and achieve sales targets for bringing in new business and expanding existing client portfolios.

Regularly track and report sales performance, client acquisition, and retention metrics to senior management.

Analyze market trends and competitor offerings to identify new business opportunities and growth areas.

Compliance & Risk Management :

Ensure all client dealings and financial transactions are compliant with regulatory requirements and internal policies.

Work closely with the compliance team to ensure that all wealth management strategies adhere to legal and ethical standards.

Ensure the team is aligned with risk management protocols and is well-informed on market volatility and client risk tolerance.

Requirements

Experience :

Minimum 5 years of experience in wealth management, financial product distribution, or stock market sales, with a focus on UHNWIs and HNWIs.

Proven track record in selling large portfolios, AIF tickets, and managing high-value relationships.

Expertise in various financial products such as PMS, AIF, bonds, mutual funds, and experience with stock market investments and algo trading.

Experience in both banking and broking environments, managing Premier Clients, will be highly preferred.

Educational Background :

Bachelor's degree in Finance, Economics, Business Administration, or a related field.

Additional certifications such as CFA, CFP, or equivalent are an advantage.

Skills & Competencies :

Strong sales and business development skills, with a proven ability to build relationships and drive revenue.

In-depth knowledge of wealth management products, investment strategies, and market dynamics.

Hands-on experience with stock market trading and understanding of algorithmic trading strategies.

Exceptional communication, negotiation, and interpersonal skills, with the ability to build trust with clients.

Leadership skills, with experience in managing, mentoring, and motivating a team.

Strong analytical and problem-solving abilities, capable of understanding complex client needs and providing tailored financial solutions.

Ability to work under pressure and meet sales and business growth targets.

Personal Attributes :

Client-focused with a high level of professionalism and integrity.

Self-motivated, results-driven, and capable of operating independently as well as part of a team.

Entrepreneurial mindset with the ability to drive business growth in a competitive market.