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Senior Wealth Manager

2 months ago

ahmedabad, India Monarch Networth Capital Ltd Full time
Job Purpose
MNCL group is preparing to establish a new wealth management division and appointing a new leader to spearhead it, who will also be tasked with assembling a dedicated team. The ideal candidate will be responsible for managing high net-worth individual (HNI) client portfolios, providing customized multi-investment products and services, and ensuring exceptional branch banking operations.
Job Responsibilities
Manage and grow a portfolio of HNI clients, understanding their financial goals and providing tailored investment solutions.
Offer personalized advice on investment products, asset allocation, and wealth management strategies.
Develop and maintain strong client relationships through proactive communication and regular portfolio reviews.
Collaborate with internal stakeholders to deliver seamless branch banking services to clients.
Ensure compliance with all regulatory requirements and internal policies.
Actively participate in business development activities to acquire new clients and expand the portfolio.
Job Requirements
Bachelor’s degree in finance, Economics, Business Administration, or related field.
6+ years of proven experience in wealth management, handling HNI clients and providing customized investment solutions.
Strong understanding of financial markets, investment products, and portfolio management.
Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
Ability to work effectively in a team environment and collaborate across departments.
Certification such as CFP, CFA, or equivalent is preferred.