Wealth Management Executive at Vale Finance Limited

Job Summary:

The Wealth Management Executive is responsible for managing and growing a portfolio of high-net-worth clients by providing tailored financial solutions and services. This role involves building strong relationships with clients, wealth management services as well as ensuring deposit/savings mobilization.

Key Responsibilities:

• Deposit Mobilization
• Fixed deposit/investment mobilization fromhigh net worth clients
• Implement Bank wide go-to-market strategy for new initiatives, working with relevant departments and stakeholders to drive execution.
• Drive achievement of growth and acquisition of new customers through development and maintenance of quality products, propositions, and solutions relevant to businesses.
• Develop and maintain strong, long-term relationships withhigh-net-worthclients.
• Network with potential clients and referral sources to build a pipeline of new prospects.
• Financial Planning and Advisory.

Qualifications:

• Bachelor’s degree in finance, business administration, economics, or a related field.
• Minimum of 2-5years of experience in private banking, deposit mobilization and marketing/sales or a related field.
• Strong knowledge of deposit/savings mobilization, investment strategies, and market trends.
• Excellent communication, interpersonal, and negotiation skills.