Senior Wealth Manager

As a Wealth Manager in Chennai, your role involves acquiring HNI clients from the Affluent & Super Affluent Client segment to expand the client base. You will be responsible for managing client relationships, increasing AUM from preferred clients, and providing investment advice to Affluent clients. Additionally, you will research and update clients on investment opportunities and financial market trends, collaborate with the product and research team for investment decisions, and assist in organizing seminars and workshops for business development. Key Responsibilities: - Acquire HNI clients from the Affluent & Super Affluent Client segment - Manage client relationships and increase AUM from preferred clients - Provide investment advice to Affluent clients and manage their financial portfolios - Research and update clients on investment opportunities and financial market trends - Coordinate with the product and research team for investment decisions - Assist in organizing seminars, workshops, and business development activities Qualifications Required: - Proven experience in wealth management or a related field - Strong understanding of investment products and financial markets - Excellent communication and interpersonal skills - Ability to build and maintain client relationships - Knowledge of financial planning and investment strategies - Certification in financial planning or wealth management is a plus The company offers benefits such as health insurance and Provident Fund, as well as day shift schedules from Monday to Friday with morning shifts. Performance bonuses and yearly bonuses are also provided to recognize and reward your contributions. The work location is in person, and you can speak with the employer at +91 8668167883 for further discussions.,