Wealth Management Executives
Wealth Management Executives
Posted on :
18-03-2025
Employer Active
1 Vacancy
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Job Description
Our client a Financial Investment and loan solution company is looking to hire a Wealth Manager.
Job Summary:
The ideal candidate will be responsible for developing and implementing effective sales strategies building strong relationships with clients and leading a sales team. This role demands a proactive individual who can drive sales growth while enhancing the companys brand presence in the market.
Responsibilities:
- Develop and execute sales plans to achieve company targets and maximize revenue.
- Build and maintain strong relationships with existing and potential clients.
- Generate and manage clients deposit portfolio
- Monitor and report on the effectiveness of marketing strategies and adjust as necessary.
- Collaborate with the sales team to identify key customer needs and deliver tailored solutions.
- Prepare and deliver sales presentations proposals and product demonstrations.
- Attend industry events trade shows and networking opportunities to promote the company.
- Maintain uptodate knowledge of industry trends competitors and best practices.
- Provide excellent customer service to enhance client satisfaction and loyalty.
- Conduct market research to identify new sales opportunities and market trends.
Requirements
Qualifications:
- Bachelor s degree in Marketing Business Administration or a related field.
- Minimum of 4 years experience in wealth management and deposit mobilization.
- Proven experience in sales and marketing preferably in an Investment company.
- Excellent communication negotiation and interpersonal skills.
- Ability to lead a team.
- Strong analytical and problemsolving skills.
- Ability to manage multiple projects and meet deadlines.
Skills:
- Experience in developing marketing strategies
- Experience in deepening customer relationship
- Strong interpersonal skills
Benefits
- Competitive salary with potential for performancebased bonuses.
- Comprehensive benefits package including health and retirement plans.
- Opportunities for professional development and career advancement.
- A supportive and collaborative work environment that values team contributions.
Qualifications: Bachelor s degree in Marketing, Business Administration, or a related field. Minimum of 4 years experience in wealth management and deposit mobilization. Proven experience in sales and marketing, preferably in an Investment company. Excellent communication, negotiation, and interpersonal skills. Ability to lead a team. Strong analytical and problem-solving skills. Ability to manage multiple projects and meet deadlines. Skills: Experience in developing marketing strategies Experience in deepening customer relationship Strong interpersonal skills
Employment Type
Full Time
Key Skills
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