Wealth Management Associate Liabilities
Wealth Management Associate Liabilities
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Job Description
Role Overview
We are seeking a resultsdriven Wealth Management Associate (Liabilities) to drive financial growth by acquiring and managing client relationships. This role focuses on engaging business owners highnetworth individuals (HNWIs) and institutional clients ensuring they access structured financial solutions tailored to their needs. The ideal candidate will be proactive in business development and possess a strong network to support Lendhas financial expansion goals.
Key Responsibilities
- Meet maintain and exceed assigned targets and quotas related to financial mobilization and other assigned tasks.
- Develop and implement strategies to attract and onboard clients focusing on growing financial assets.
- Build and nurture relationships with business owners HNWIs and institutional clients.
- Identify client needs and structure suitable financial solutions that align with Lendhas objectives.
- Actively engage potential clients through networking referrals and strategic outreach.
- Monitor market trends and client behavior to identify new opportunities for financial growth.
- Ensure an excellent client experience by providing continuous support and financial advisory services.
- Work closely with internal teams to streamline client onboarding and financial transactions.
- Ensure compliance with regulatory requirements and company policies in all client interactions.
Qualifications :
- Bachelors degree.
- 2 years of experience in financial services wealth management or a similar role.
- Proven ability to develop and execute financial growth strategies.
- Strong client acquisition relationship management and negotiation skills.
- High level of professionalism integrity and attention to detail.
- Goaloriented mindset with the ability to work independently and in a team.
Additional Information :
Benefits and Perks
- HMO and other statutory benefits.
- Join a young passionate hungry and growing team of entrepreneurs & facilitators
- Flexible working hours.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
