2 - 5 years

3 - 6 Lacs

mumbai mumbai suburban mumbai (all areas)

Posted:Just now| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role & responsibilities

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About the Role

Senior Wealth Manager

Key Responsibilities

  • Manage and grow a portfolio of high-net-worth clients by providing comprehensive wealth management and financial planning solutions.
  • Build, nurture, and retain strong client relationships through regular engagement and customized advisory.
  • Assess client needs, risk appetite, and financial objectives to recommend suitable insurance solutions.
  • Achieve revenue and targets.
  • Ensure compliance with regulatory requirements and company policies while maintaining high ethical standards.
  • Stay updated with market trends, investment products, and regulatory changes to provide proactive guidance to channel partners and clients.
  • Collaborate with internal teams to deliver superior client service and holistic wealth solutions.

Preferred candidate profile

Required Qualifications & Experience

  • Education:

    MBA/CFP/CFA (preferred).
  • Experience:

    35 years of experience in wealth management, private banking, or bancassurance.
  • Proven track record of managing HNI/affluent client portfolios.
  • Strong knowledge of insurance and financial planning.
  • Excellent communication, negotiation, and relationship management skills.

Key Skills

  • Client Relationship Management
  • Financial Planning & Analysis
  • Cross-selling & Revenue Growth
  • Strong Market Awareness
  • Compliance & Risk Management

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