Wealth Partner

Job Overview

We are seeking a Wealth Partner to join our Financial Services team responsible for acquiring and managing clients, providing financial advisory, and driving revenue through a range of investment and wealth management products.

Key Responsibilities

• Expand client base by leveraging personal networks, referrals, and proactive business development strategies.
• Establish and nurture enduring relationships with affluent and high net worth individual clients.
• Assess clients’ financial goals, risk appetite, and investment preferences to provide tailored wealth management advice.
• Recommend suitable investment and financial planning solutions aligned with client requirements.
• Oversee and grow the portfolio of assigned clients consistently.
• Drive revenue generation utilizing financial instruments such as investments, insurance, mutual funds, and portfolio management services.
• Conduct periodic client reviews, offering portfolio performance reports and updates.
• Spot opportunities to cross-sell and up-sell financial products within the existing client network.
• Develop a robust referral network and continuously seek new business opportunities.
• Ensure strict adherence to company policies, regulatory guidelines, and KYC compliance norms.
• Maintain detailed records of all client communications, prospects, and business activities accurately.
• Meet or surpass assigned monthly and yearly revenue and business growth targets.