Wealth Management (Pan India)

Company Description

Synergy HR Consultancy is a leading HR and Recruitment firm dedicated to providing expert Non-IT Hiring solutions. We specialize in executive search, mid and senior-level hiring, and contingency search across various industries including BFSI, Manufacturing, FMCG, and more. Our core values of partnership, integrity, and innovation guide us in creating lasting partnerships. We pride ourselves on our client-centric approach, national reach, and ethical hiring practices, tailored to meet the specific talent needs of our clients.

Role Description

This is a full-time on-site role for a Playing Captain – Wealth (Pan India) based in Mumbai. The Playing Captain will be responsible for leading wealth management teams, developing and implementing wealth management strategies, and ensuring the achievement of financial targets. Daily tasks include client relationship management, overseeing investment portfolios, and providing financial consulting. The role requires coordination with different departments to ensure seamless service delivery and adherence to regulatory requirements.

Qualifications

• Strong leadership skills and experience in wealth management
• Proven track record in client relationship management and financial consulting
• In-depth knowledge of investment strategies and portfolio management
• Excellent analytical and problem-solving skills
• Ability to work collaboratively with different teams and departments
• Bachelor's degree in Finance, Business Administration, or related field; advanced certifications (e.g., CFA, CFP) are a plus
• Excellent written and verbal communication skills
• Strong ethical foundation and commitment to regulatory compliance