4.0 - 8.0 years

8 - 12 Lacs

Bengaluru

Work from Office

Who We Are: We are a Wealth & Asset Management company that focuses on building customised and value based solutions for clients, built ground up by a team with a strong experience of hand-holding clients across multiple market cycles. We offer PMS and equity broking services to individuals, family offices and institutions backed by cutting-edge technology and advanced research and planning tools. Who We Are Looking for: We are seeking a highly motivated and experienced Senior Wealth Manager to join our Wealth Management team. As a Sr. Wealth Manager, you will play a critical role in providing personalized financial planning and investment advisory services to high-net-worth clients. Your expertise in financial analysis, investment strategies, and client relationship management will be essential in helping our clients achieve their financial goals and objectives. Responsibilities: - Client Relationship ManagementBuild and nurture strong, lasting relationships with high net-worth clients. Understand clients' financial goals, risk tolerance, and investment preferences. Conduct regular meetings to review and adjust financial plans based on clients' changing circumstances. - Financial Analysis and PlanningGather and analyse financial information to create comprehensive financial plans for clients. Develop customized investment strategies tailored to each client's objectives and risk profile. Provide advice on retirement planning, tax optimization, estate planning, and other financial matters. - Investment AdvisoryRecommend appropriate investment products and strategies aligned with clients' goals. Monitor and review clients' investment portfolios, making necessary adjustments to ensure alignment with market conditions and changing objectives. Stay informed about market trends, economic indicators, and investment opportunities. - Portfolio ManagementImplement and manage diversified investment portfolios across various asset classes. Balance risk and return by selecting suitable investment vehicles and adjusting allocations as needed. Ensure compliance with regulatory guidelines and internal investment policies. - Financial EducationEducate clients about investment principles, market dynamics, and the rationale behind recommended strategies. Provide clear explanations of financial concepts to enhance clients' understanding of their financial plans. - Collaborative TeamworkCollaborate with internal teams, including tax specialists, estate planners, and legal advisors, to provide holistic wealth management solutions to clients. Share insights and market updates with colleagues to foster a culture of continuous learning. - Performance Tracking and ReportingMonitor the performance of clients' investment portfolios and provide regular performance reports. Proactively address any discrepancies or underperforming assets. Qualifications & Key Skills: - We are looking for someone passionate & those with the attitude to be an entrepreneur mind-set.- Bachelor's degree in Finance, Economics, Business, or a related field. Master's degree or CFP designation is a plus.- Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios.- Strong knowledge of financial markets, investment products, and wealth management strategies.- Excellent communication and interpersonal skills to establish trust and rapport with clients.- Analytical mind set with the ability to interpret complex financial data and market trends.- Familiarity with relevant regulations and compliance standards.- Exceptional attention to detail, organization, and time management skills.- Ability to adapt to changing market conditions and client needs.ApplySaveSaveProInsights

Posted 2 months ago

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AVP - Relationship Management Talent Socio

7 - 12 years

16 - 18 Lacs

Noida, Delhi / NCR

Work from Office

Manage client portfolios, lead wealth planning, drive team performance, oversee branch ops, ensure compliance, and boost client retention. 8–12 yrs in finance, strong market knowledge, leadership skills, CFP & NISM V-A certification required.

Posted 2 months ago

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