Team Head of Wealth Management

Company Description

At Ingenetus, we epitomize the principle, ‘Precious solutions for your Precious Wealth’. For over two decades, we've been combining deep expertise with personalized service to craft tailored wealth management strategies. Our dedicated Wealth Managers listen to and understand clients' financial needs and goals, offering bespoke solutions. Serving high net-worth individuals, retail clients, corporate houses, and financial institutions, our services span portfolio management, investment solutions, financial planning, tax planning, and more. We pride ourselves on transparency, high client focus, and a unique approach for every client, all while adhering to their risk profile.

Role Description

We are seeking a full-time Team Head of Wealth Management to join our team in New Delhi. The role involves leading and managing a team of Wealth Managers, developing and implementing wealth management strategies, and maintaining and growing client relationships. Day-to-day responsibilities include overseeing portfolio management, providing investment advice, and ensuring compliance with financial regulations. The individual will also work closely with investment experts, financial planners, and tax experts to deliver high-quality services to our clients.

Qualifications

• Business Relationship Management skills
• Finance and Financial Services expertise
• Investment Management and Investments knowledge
• Proven track record in wealth management or a related field
• Strong leadership and team management abilities
• Excellent analytical and problem-solving skills
• Exceptional verbal and written communication skills
• Bachelor's degree in Finance, Economics, Business Administration, or related field; advanced certifications such as CFA or CFP are a plus