Implement strategic and innovative wealth management propositions across all products and platforms.
Introduce strategic partnerships and innovations to enhance our value proposition.
Initiate and develop client relationships in identified target markets.
Maintain existing client relationships to increase wallet size and generate leads to purchase investment products.
Responsible for managing clients’ portfolios.
Collaborate closely with various internal and external stakeholders to improve the client experience through process enhancements, client campaigns, client events, and new segment propositions.
Drive customer experience through quality advisory, valuable product/solution offerings, and relationship management.
Monitor financial market developments and propose innovative solutions to address client needs/expectations.
Provide regular market reports to management.
Requirements
Minimum of a Bachelor's Degree or its equivalent in numerate or semi-numerate disciplines such as Finance, Banking, Business Administration, etc.
5-10 years of experience in business development, wealth management, financial advisory or a similar role.
Experience in Corporate banking/Affluent Banking/Private Banking/Asset Management
Strong relationship management skills.
Extensive knowledge of finance, economics, and current developments in the industry.
Good understanding of the company's business.
Top-notch Communication skills - oral, written and presentation.
Excellent negotiating skills, able to effectively influence/manage C-suite Executives, leaders, HNIs etc.
Result oriented.
Strategic thinking and leadership capabilities.
Strong mathematical, analytical, and critical thinking skills.
Demonstrate a strong sense of integrity, dependability, and confidentiality.