Wealth Head Manager

The job aims to establish and maintain strong, enduring relationships with high-net-worth clients, offering expert financial guidance and tailored wealth management solutions. A profound comprehension of financial markets, investment products, and a dedication to delivering top-notch client service are essential for this role. Responsibilities include Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management, and Business Analytics, Financial Analyst, Wealth Management. Key responsibilities: Client Acquisition and Relationship Management: - Engage with HNI clients to address their investment needs by providing a range of exclusive products and high-quality services tailored to help clients achieve their short and long-term investment objectives. - Manage a group of HNI (High Net Worth Exclusive) Clients and offer suitable financial products based on customer profiling. - Cross-sell to existing broking clients and provide services based on customer requirements to deepen the relationship. - Enhance customer profitability by maximizing the share of the wallet and generating high income per customer. - Acquire new customers meeting product criteria through cross-referral and expand the client base through active networking and referrals. Marketing and Business Development: - Contribute to the development and execution of marketing plans to acquire new customers in the corporate sector. - Focus on acquiring B2C or B2B clientele and building a diversified portfolio. - Collaborate with internal teams to ensure the delivery of accurate and compliant investment solutions to clients. - Assist in organizing micro-events for new client acquisition. Financial and Product Expertise: - Maintain portfolio profitability by generating high income per customer. - Stay informed about industry trends, economic changes, and regulatory updates that may impact clients" financial positions. Qualifications & Experience: - Minimum Degree: Postgraduate/ Graduate in any discipline. - Minimum Experience: 3-6 years of relevant experience. Leadership Competencies: - Ownership - Speed - Passion - Boundaryless Behaviour - Meritocracy - Customer Focus - Tech Quotient - Cost Consciousness - Adaptive - Empathetic - Collaborative - Analytical - Compliance - Resilient,