Wealth Manager

Job Description

• We are seeking a highly skilled and experienced Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for managing the wealth portfolios of high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs). You will play a pivotal role in generating leads, nurturing talent within the team, and optimizing revenues while delivering superior service to our clients.
Primary Skills Required:
• Wealth Management
• Portfolio Management
• HNI Client Handling
• Lead Generation
Key Responsibilities:
• Managing the Profit & Loss (PL) of the region and strategically building market share
• Addressing the investment requirements of HNI and UHNI clients through an exclusive product bouquet and superior service delivery.
• Assisting clients in achieving their short-term and long-term investment goals through proper profiling and offering various investment products.
• Developing and implementing marketing plans to acquire new customers in the corporate space and devising acquisition initiatives.
• Acquisition and management of a group of HNI (High Net Worth Exclusive) and UHNI clients.
Qualifications and Skills:
• Bachelors degree in Finance, Business Administration, Economics, or a related field. Masters degree preferred.
• Proven experience in wealth management, portfolio management, and handling HNI clients.
• Strong leadership skills with the ability to recruit, train, and mentor team members.
• Excellent communication and interpersonal skills.
• Analytical mindset with a deep understanding of financial markets and investment products.
• Ability to thrive in a fast-paced environment and meet challenging targets.
• Relevant certifications such as CFA, CFP, or equivalent are preferred.
• Join our dynamic team and take your career to new heights in the world of wealth management. If you possess the necessary skills and experience, we encourage you to apply and become a part of our success story.

Keyskills :
saleswealthportfolio managementpms