Head of Wealth Management

As an experienced Wealth Head in the stock broking industry, your role will involve providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals. Key Responsibilities: - Develop and maintain relationships with clients to understand their investment goals and risk tolerance. - Provide personalized investment advice and recommendations based on individual needs and circumstances. - Manage clients' investment portfolios, monitor performance, and make necessary adjustments to align with goals and risk tolerance. - Conduct market research and analysis to identify investment opportunities and risks. - Stay up-to-date with market trends, provide regular updates to clients, and generate new business. - Collaborate with other departments to ensure high-quality and compliant services. - Meet or exceed sales targets and Key Performance Indicators (KPIs). Qualifications Required: - 10+ years of experience as a Wealth Manager in the stock broking industry. - Proven track record of generating and maintaining a client base, achieving sales targets, and strong understanding of financial markets. - Excellent communication and interpersonal skills, ability to work independently, strong analytical skills, and familiarity with relevant regulations. - Bachelor's degree in finance, business, or related field. Advanced degree or professional certification preferred (e.g., CFA). In addition to the above job details, if there are any additional details about the company mentioned in the job description, please provide them. As an experienced Wealth Head in the stock broking industry, your role will involve providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals. Key Responsibilities: - Develop and maintain relationships with clients to understand their investment goals and risk tolerance. - Provide personalized investment advice and recommendations based on individual needs and circumstances. - Manage clients' investment portfolios, monitor performance, and make necessary adjustments to align with goals and risk tolerance. - Conduct market research and analysis to identify investment opportunities and risks. - Stay up-to-date with market trends, provide regular updates to clients, and generate new business. - Collaborate with other departments to ensure high-quality and compliant services. - Meet or exceed sales targets and Key Performance Indicators (KPIs). Qualifications Required: - 10+ years of experience as a Wealth Manager in the stock broking industry. - Proven track record of generating and maintaining a client base, achieving sales targets, and strong understanding of financial markets. - Excellent communication and interpersonal skills, ability to work independently, strong analytical skills, and familiarity with relevant regulations. - Bachelor's degree in finance, business, or related field. Advanced degree or professional certification preferred (e.g., CFA). In addition to the above job details, if there are any additional details about the company mentioned in the job description, please provide them.