About this role
Weekday
- Acquire new clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.
- Lead, mentor, and manage a team of financial advisors/relationship managers, ensuring performance targets are met and maintaining high standards of client service.
- Build and nurture strong client relationships by understanding financial goals and delivering customized wealth solutions.
- Advise individuals on informed financial decisions to support long-term financial security and growth.
- Deliver expert guidance on financial planning, investment strategies, and comprehensive wealth management aligned to client needs.
Must-have skills
NISM XA – XBCustomer Relationship Management
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ellow.io hiring for Relationship Manager