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Senior Wealth Manager - Family Offices

Senior Wealth Manager - Family Offices

Avant Garde

8 - 13 years

60 - 70 Lacs

Mumbai

Posted:3 weeks ago| Platform:

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Skills Required

Wealth Management Sales Business Development Client Relation Client Relationship

Work Mode

Work from Office

Job Type

Full Time

Job Description

The job would require the candidate to meet clients (family offices & Ultra High Net Worth Individuals), understand their financial/investment objectives & risk appetite and recommend appropriate products.
What is the roles objectiveEstablish, grow, and manage investment relationships with clients Be the primary client contact and trusted investment advisorDeepen existing client relationships by providing appropriate investment advice and solutions Acquire new clients through market intelligence & engagements Drive sales of companies products to suitable client portfoliosShare market updates and house views to clients on a timely basisUpdate clients on their investments and its performanceLeverage existing client relationships and other sources to acquire new clientsRecognize changes in clients/ market environment which may present opportunitiesEnhance client experience through strong relationship managementWhat skills do you need to possessSuperior understanding of Markets and ProductsStrong knowledge of different asset classesExperience of providing investment advice and solutionsStrong interpersonal and communication skillsGood Analytics SkillsDigital mindsetWhat is the prior experience needed8 to 14 Years of experienceWhat qualification/s you should haveMasters in business administration or any equivalent degree

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Senior Wealth Manager - Family Offices