Wealth Manager

Key Responsibilities

• Source and manage a portfolio of high-net-worth individuals, affluent clients, and institutional clients for deposit and investment products.
• Drive deposit mobilization by promoting fixed deposits and investment plans to new and existing clients.
• Conduct thorough financial needs assessments and recommend customized investment strategies.
• Maintain strong client relationships to encourage repeat business, improve retention, and generate referrals.
• Monitor deposit mobilization targets and ensure monthly and quarterly growth KPIs are achieved.
• Conduct regular financial reviews with clients to track progress and ensure their financial goals are being met.
• Stay updated on market trends and provide clients with relevant insights and updates on investment opportunities.
• Conduct presentations, one-on-one consultations, and financial education sessions to improve client engagement.
• Ensure compliance with internal policies and regulatory requirements in all investment and deposit-related activities.
• Prepare regular reports on performance, sales pipeline, and client feedback for management.
• Attend industry events, seminars, and conferences to build networks and increase awareness of the company's wealth management services.

Requirements

Experience and Qualifications

• Minimum of 3 years' proven experience in fixed deposit mobilization, investment sales, wealth management, investment banking, or portfolio growth.
• Demonstrated ability to mobilize deposits and manage a strong, transferable portfolio of affluent and high-net-worth clients.
• Sound knowledge of financial products, investment markets, wealth creation strategies, and investor behaviour.
• Proven track record of consistently achieving deposit mobilization, sales, and revenue targets.
• Strong business development, relationship management, and client acquisition skills.
• Excellent interpersonal, negotiation, and communication skills, with the ability to build long-term, trusted client relationships.
• Strong organizational and time management skills, with the ability to manage multiple client portfolios effectively.
• Self-motivated, target-driven, and capable of working independently with minimal supervision.
• High level of integrity, professionalism, and commitment to exceptional client service.
• Passion for helping clients achieve their financial goals through tailored investment and wealth management solutions.

Key Requirements

The Client Is Looking for Someone Who

• Has a proven ability to mobilize deposits and grow investment portfolios.
• Maintains strong relationships with high-net-worth individuals, affluent clients, and institutional customers.
• Can convert existing networks and new business opportunities into sustainable deposit growth and revenue.
• Demonstrates strong financial advisory, negotiation, and relationship management skills.
• Is commercially minded, target-driven, proactive, and committed to delivering excellent client experiences.
• Understands the importance of compliance, professionalism, and long-term client trust.

Technical Skills Required

• Deposit Mobilization and Fixed Deposit Sales
• Wealth Management and Investment Sales
• High-Net-Worth Client Relationship Management
• Client Acquisition and Portfolio Growth
• Financial Needs Assessment and Investment Advisory
• Business Development and Lead Generation
• Sales Pipeline and Revenue Management
• Client Retention and Referral Development
• Market Research and Investment Product Knowledge
• Performance Reporting and KPI Tracking
• Cross-Selling and Revenue Generation
• Regulatory Compliance and Client Service

Key Performance Indicators (KPIs)

• Growth in client acquisition and retention rates.
• Increase in assets under management (AUM), where applicable.
• Achievement of individual and team revenue targets.
• Achievement of deposit mobilization and investment sales targets.
• Client satisfaction scores and feedback.
• Percentage of cross-sold company products.
• Compensation and Benefits
• Competitive salary with performance-based bonuses.
• Opportunity to work with a high-growth, innovative financial technology company.
• Collaborative and supportive work environment.
• Comprehensive health and wellness benefits.