Head of Wealth Management

You will be joining a dynamic team at GDFS Group, a leading financial services company that has been at the forefront since its inception in 2008. As the Head of Wealth Management, your primary responsibility will be to oversee client relationships, formulate investment strategies, manage financial planning, and curate investment portfolios for our esteemed HNI and Ultra HNI clientele. Your role will require you to uphold the highest standards of service delivery while working closely with a dedicated team to provide tailored financial solutions that meet the specific needs of each client. To excel in this position, you should possess advanced skills in Business Relationship Management, Client Handling, Finance, and Financial Services. A sound understanding of Investment Management, Investments, and strong leadership capabilities are essential. Your role will demand exceptional analytical and decision-making skills, honed through your prior experience in wealth management and working with HNI/Ultra HNI clients. Possessing relevant certifications such as CFA or CFP will be advantageous, along with a Bachelor's or Master's degree in Finance, Economics, or a related field. If you are passionate about wealth management, client-centric financial solutions, and driving success in a high-paced environment, then this role at GDFS Group in Bhubaneswar is the perfect opportunity for you to showcase your expertise and make a significant impact in the industry.,