Manager Wealth & Investment Services

AssetPlus, a rapidly growing fintech company offering innovative investment solutions, is currently looking for a Manager of Wealth & Investment Services. In this role, you will be responsible for overseeing and leading a team of financial experts and analysts to ensure exceptional client service and drive business growth. Your key responsibilities will include leading and guiding the team to achieve performance benchmarks related to user portfolio management and engagement. Conducting regular coaching sessions and performance reviews to enhance team effectiveness will be crucial. You will also design and implement training modules to upskill team members on market knowledge, coaching conversations, and investment tools. Building meaningful relationships with users and prospects will be essential in this role. You will oversee portfolio discussions and reviews to ensure optimal asset allocation aligned with users" financial goals. Supporting specialists in addressing complex user queries and guiding them through the investment journey will also be part of your responsibilities. As the Manager of Wealth & Investment Services, you will be expected to develop strategies to deepen knowledge across investment and protection categories such as mutual funds, FDs, bonds, health, and life insurance. Encouraging specialists to identify upsell opportunities and enhance overall portfolio value with AssetPlus will be a key focus. Identifying trends in investor behavior to guide planning and framework development is also a critical aspect of this role. Staying updated with macro trends, product developments, and regulatory changes will be necessary to excel in this position. You will need to ensure that the team is well-equipped with actionable knowledge of all investment offerings available on the platform. Operational excellence is another important area that you will be responsible for. Defining and refining workflows to improve the quality and efficiency of conversations and review cadences will be crucial. Tracking key performance indicators and optimizing activities using structured data analysis will also be part of your role. Additionally, you will be required to regularly present insights and reports on engagement patterns, team performance, and user outcomes. To be successful in this role, you should have at least 5 years of experience in financial coaching, portfolio management, or investment services. Proven experience in leading high-performance teams in a goal-oriented environment is essential. A strong understanding of investment instruments, personal finance, and user behavior is required. You should possess the ability to inspire, influence, and drive consistent quality across team interactions. Strong communication, analytical, and relationship management skills will also be necessary for this position.,