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Company Profile & Job Description Wealth Partnership Manager Apply only through the application form; other submissions risk being ignored, even if sent to senior team members, as our leadership team reviews applications daily. Office Location: Mumbai About Winvesta Winvesta is a rapidly growing fintech company on a mission to make cross-border payments and banking hassle-free and affordable for customers across India and the world. With its flagship product, the Multi-Currency Account, Winvesta empowers individuals and businesses to conduct transactions on an international scale effortlessly. Winvesta was founded by Swastik Nigam , an IIM-A graduate and former Investment Banker at Deutsche Bank, London. Winvesta has earned numerous accreditations in its young tenure, including: Fintech Product of the Year 2024: BW Fintech Awards Best Payment Solution 2023: BW Fintech Awards Best Emerging Fintech 2023: Bharat Fintech Summit FinTech Company of the Year 2020 for the Asia Pacific by Barclays Entrepreneur. It is also a part of the prestigious London Mayor s International Business Program. The company was also part of the Fintech Acceleration programs by Natwest and Hogan Lovells. The Role Winvesta is seeking a motivated Wealth Partnership Manager to join our dynamic team Job Title : Wealth Partnership Manager Location : Mumbai Experience : 4-6 years Winvesta is a rapidly growing fintech company on a mission to make cross-border payments and investment hassle-free and affordable for Indians. Winvesta is looking for a passionate individual and sharp communicator who is motivated to be a part of a hyper growth startup. This role will focus on driving revenue growth for our investment products while working closely with the CEO. The successful candidate will develop personalized financial strategies, manage high-net-worth client relationships, and conduct market analysis to optimize investment opportunities.As a Wealth Partnership Manager, you will play a crucial role in understanding clients financial goals, risk tolerances, and preferences, ensuring tailored solutions that align with their objectives. Responsibilities: Develop and execute strategies to increase revenue from investment products, ensuring alignment with company goals. Build and maintain strong relationships with high-net-worth individuals and institutional clients, understanding their financial goals and investment preferences. Collaborate with clients to create personalized investment strategies that align with their objectives and risk tolerance. Conduct thorough market research to identify trends and opportunities in wealth management, adjusting strategies accordingly. Work closely with internal teams, including marketing and product development, to enhance service offerings and client engagement. Regularly review client portfolios and performance metrics, making recommendations for adjustments as necessary. Ensure all activities comply with relevant regulations and industry best practices. Collaborate closely with the CEO and cross-functional teams to drive synergies and maximize sales potential Requirements Bachelors degree in Finance, Economics, Business Administration, or a related field. Minimum of 4 years of experience in wealth management or financial services, with demonstrated success in revenue generation. Having proven experience in the fintech sector, with a deep understanding of fintech products and services. Candidates should be well-versed in the current trends and challenges within the industry. Strong understanding of financial markets, investment products, and wealth management principles. Proficiency in financial analysis tools, portfolio management software, and CRM systems. Excellent interpersonal skills with the ability to build trust and rapport with clients. Strong analytical skills and problem-solving abilities with a results-oriented mindset. Exceptional verbal and written communication skills to explain complex financial concepts clearly. High level of integrity and ethical conduct in line with regulatory guidelines. Relevant professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) would be an add ons. At Winvesta, you will build a global team of professionals who bring their deep expertise and a breadth of international experience in financial services. An exceptional board of advisors and investors will back you. You will be empowered to have autonomy in building and executing processes under guidance. Winvesta has created numerous firsts in Indian fintech. You will be a vital part of creating many more.
