Senior Wealth Manager

Job Title

Location

Employment Type

Job Summary:

We are seeking a highly accomplished, motivated, and seasoned Wealth Manager to join our dynamic team. The ideal candidate will have a proven track record of managing and growing a substantial high-net-worth client portfolio, with Assets Under Management (AUM) ranging from - 20 Crore to - 30 Crore. This role offers an exceptional opportunity to provide bespoke financial solutions to HNIs while utilizing a robust platform and resources.

Key Roles and Responsibilities:

Client Relationship Management:

- Build and nurture long-term relationships with high-net-worth individuals, acting as their trusted advisor for all financial matters.

Financial Needs Analysis:

- Conduct in-depth assessments of clients' financial positions, including their assets, liabilities, income, expenses, risk appetite, and investment goals.

Wealth Management Strategy:

- Design and implement personalized wealth management plans aligned with client-specific financial objectives, risk profiles, and timelines.

Portfolio Construction and Management:

- Create, manage, and optimize diversified investment portfolios including equities, debt instruments, mutual funds, and alternative investments.

Investment Advisory:

- Offer expert guidance on market opportunities, asset allocation, and investment products in line with clients' strategies.

Financial Planning:

- Deliver holistic financial planning services such as retirement planning, estate planning, tax efficiency, insurance planning, and education funding.

Business Development:

- Identify and pursue new business opportunities to expand the client base and increase AUM in B2C.

Performance Monitoring:

- Review and analyze portfolio performance regularly; provide detailed reports and make necessary rebalancing decisions to maximize returns.

Cross-Selling Opportunities:

- Recognize and act upon opportunities to upsell and cross-sell relevant financial products and services based on clients' comprehensive needs.

Market Intelligence:

- Maintain strong knowledge of market dynamics, economic shifts, and regulatory updates impacting client portfolios.

Candidate Expectations:

Client Acquisition & Growth:

- Demonstrated ability to acquire and retain high-net-worth clients with a proactive sales approach.

AUM Expansion:

- Capable of meeting or exceeding AUM growth,Mutual fund sale targets as set by the organization.

Financial Expertise:

- Sound understanding of financial markets, instruments, and wealth management principles.

Communication Skills:

- Excellent verbal and written communication, with the ability to explain complex financial concepts with clarity and confidence.

Relationship Building:

- Strong interpersonal skills to foster trust-based, long-term client relationships.

Industry Type:

Financial Services

Department:

Sales and Development

Employment Type:

Full Time, Permanent

Role Category:

Senior Wealth Manager

Education

UG:

Any Graduate