Strategic Wealth Advisor & Relationship Manager

SkillLabs; Hellevoetsluis; On-site; EUR 50,000 - 75,000; Full time

Job summary

SkillLabs in the Netherlands is seeking a seasoned financial services professional to drive client acquisition and revenue growth through advisory services and cross-selling. You will nurture deep client relationships, review portfolios, and tailor solutions to meet investment goals.

Responsibilities include active prospecting, profiling clients, addressing queries, and delivering timely resolutions while expanding offerings in equities, derivatives, and currency markets.

Qualifications

• 2-3 years' experience in providing financial services to clients in equity, derivatives, and currency markets.
• Activating clients through meetings and cross-selling products such as Equity Basket, SIP, Mutual Funds, Insurance, and PMS to generate revenue.
• Acquiring new clients, retaining existing clients, and addressing their complaints and queries. Client profiling is integral.

Responsibilities

• Acquire new accounts per annum with a minimum margin per account retaining the old clients by periodic meetings.
• Actively prospect and engage in client acquisition efforts to grow the business.
• Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs.
• Perform regular portfolio reviews to ensure client investment objectives are met.
• Creation of revenue & Activation of clients through effective Advisory.
• Cross selling of other products like Equity Basket, SIP, Mutual fund, PMS, Insurance.
• Handling Queries & complains of client's & solving it within TAT.
• Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.

Skills

Account acquisition

Client relationship

Portfolio reviews

Financial advisory

Cross-selling

Query resolution

Job description

SkillLabs in the Netherlands is seeking a seasoned financial services professional to drive client acquisition and revenue growth through advisory services and cross-selling. You will nurture deep client relationships, review portfolios, and tailor solutions to meet investment goals.

Responsibilities include active prospecting, profiling clients, addressing queries, and delivering timely resolutions while expanding offerings in equities, derivatives, and currency markets.