The job would require the candidate to meet clients (family offices & Ultra High Net Worth Individuals), understand their financial/investment objectives & risk appetite and recommend appropriate products.
What is the role’s objective?
- Establish, grow, and manage investment relationships with clients
- Be the primary client contact and trusted investment advisor
- Deepen existing client relationships by providing appropriate investment advice and solutions
- Acquire new clients through market intelligence & engagements
- Drive sales of DSP products to suitable client portfolios
- Share market updates and house views to clients on a timely basis
- Update clients on their investments and its performance
- Leverage existing client relationships and other sources to acquire new clients
- Recognize changes in client’s/ market environment which may present opportunities
- Enhance client experience through strong relationship management
What skills do you need to possess?
- Superior understanding of Markets and Products
- Strong knowledge of different asset classes
- Experience of providing investment advice and solutions
- Strong interpersonal and communication skills
- Good Analytics Skills
- Digital mindset
What is the prior experience needed?
- 15 to 20 Years of experience
What qualification/s you should have?
- Master’s in business administration or any equivalent degree