Vice President of Wealth Management

3 weeks ago

Singapore Banking and NBFC job Full time
You will be joining a well reputed private wealth company (NBFC) with a proven performance track record spanning over 30 years. Our company, established in 2007, caters to Corporates/Institutions, High Net Worth, and Ultra High Net Worth Individuals. We believe in knowledge-based investing and use our expertise to identify the right mix of Fund Managers across asset classes to ensure that our customers have a winning portfolio. The more knowledge we acquire, the more you benefit. That's why our wealth managers are equipped with both the science and art of investing. Additionally, our customers gain new insights and ideas on wealth creation through exclusive knowledge events. As of December 2021, we manage the wealth needs of over 5000 HNI families with assets under advisory of over Rs. 34,200 Crore through a 200+ member team across 10 cities.Your critical responsibilities will include analyzing financial information provided by clients to determine strategies for meeting their financial objectives. You will need to monitor financial market trends to ensure that client plans remain responsive. It is essential to focus on the growth of AUM/Book Size and achieve targets based on acquisition and revenue generation through investment products. You will also be responsible for business development by acquiring high net-worth clients and conducting a mandatory number of meetings with clients to keep them informed about the current market scenario.In your day-to-day responsibilities, you will analyze client portfolios, make necessary suggestions, recommend financial products, identify customer needs, assess their risk appetite, provide regular updates to your immediate superior as required, and create and enforce plans to meet customer needs effectively.Your performance will be measured based on Revenue Achievement, Client Acquisition, Client Active Ratio, and High Revenue Impact Project focusing on HNI Clients engagement and their revenue growth.To excel in this role, you should be a Graduate/PG with a minimum of 7+ years of experience in the WEALTH MANAGEMENT Industry, preferably from a wealth platform or banking domain. Knowledge of wealth pulse, market & investment products, macro fundamentals, and behavioral finance is essential. Possession of AMFI and IRDA certifications is also required.This is an individual contributor role with no team reporting, offering a CTC ranging from 25 lac p.a. up to 50 lac p.a. based on your credentials.If you are interested in this exciting opportunity, please reach out to hidden_email .,

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