Wealth Manager/ Relationship Manager - Hyderabad- Top Broking Firm

FASTEST GROWING INVESTMENT / WEALTH MANAGEMENT COMPANY IS HIRING FOR BELOW ROLE IN LARGE NUMBERS:

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8859766816 / 941250851 / 8755187878

send cv on rm@contactxindia.com

Role & responsibilities

ocus on acquiring and managing high-net-worth (HNI) clients, providing comprehensive financial planning, and cross-selling a range of investment products

Role Overview

Key Responsibilities

• Client Management:

  Acquire new HNI/UHNI and corporate clients and build strong, trusting relationships based on their financial goals and risk tolerance.

• Financial Planning:

  Analyze client situations, develop personalized wealth management plans, and provide advisory services including investment, retirement, and tax planning.

• Portfolio Management:

  Manage diverse investment portfolios across equities, mutual funds, PMS, AIF, bonds, structured products, and insurance, ensuring they align with market conditions and client objectives.

• Sales:

  Achieve sales and revenue targets by cross-selling the firm's products and services to increase "share of wallet".

• Compliance & Market Knowledge:

  Stay informed on market trends, regulations (NISM, AMFI, IRDA), and best practices to provide compliant and timely advice.

• Collaboration:

  Work with internal teams like research analysts and tax advisors for comprehensive solutions.

Required Skills and Qualifications

• Education:

  Bachelor's or Master's in Finance, Economics, Business Administration, or a related field.

• Experience:

  Minimum 3 years in wealth management or financial services, with experience in HNI client acquisition and meeting sales targets.

• Skills:

  Strong understanding of capital markets and investment products, along with excellent analytical, problem-solving, and communication abilities.

• Certifications:

  CFP or CFA certifications are preferred; NISM certification may be required.

Preferred Qualifications

• Experience with HNI clients and their specific needs.
• Knowledge of local tax laws and financial planning strategies.
• An existing book of AUM or strong local HNI/UHNI connections is a significant advantage.

Preferred candidate profile