High Salary: Senior Wealth Manager

3 weeks ago

Mumbai, Maharashtra, India Dalmia Wealth Pvt Ltd Full time
Job description

We are seeking a highly experienced and results-driven Senior Sales Manager to join our team. The ideal candidate should have a proven track record in wealth management/mutual funds with a deep understanding of investment strategies, financial planning, and client relationship management.

This role requires strong leadership skills, business development expertise, and the ability to deliver customized financial solutions to high-net-worth clients.

Key Responsibilities:

Client Advisory & Relationship Management:

- Manage and grow a portfolio of HNW & UHNW clients by providing tailored investment strategies and financial planning solutions.
- Build and maintain long-term client relationships, ensuring high levels of trust and satisfaction.
- Conduct regular portfolio reviews and rebalancing based on market trends and client objectives.

Investment Strategy & Portfolio Management:

- Develop, implement, and monitor comprehensive wealth management strategies aligned with client goals.
- Stay updated with financial market trends, regulatory changes, and investment products.
- Offer guidance on asset allocation, tax optimization, estate planning, and risk management.

Business Development & Revenue Generation:

- Identify new business opportunities, acquire new clients, and expand the company's market share.
- Develop strong referral networks through partnerships, events, and client recommendations.
- Work towards achieving revenue and AUM (Assets Under Management) targets.

Compliance & Risk Management:

- Ensure strict compliance with SEBI regulations, RBI guidelines, and company policies.
- Conduct due diligence and risk assessments for clients, investment portfolios.
- Maintain accurate client records, KYC compliance, and periodic financial reviews.

Team Collaboration & Leadership:

- Work closely with research analysts, investment teams, and other departments to deliver superior client solutions.
- Mentor and support junior wealth managers in developing their skills and expertise.

Key Qualifications & Skills:

- 10-15 years of experience in wealth management, Investment Banking, or financial advisory.
- Strong knowledge of investment products, mutual funds, alternative investments, insurance, tax planning, and estate planning.
- Excellent networking and business development skills with a proven track record in client acquisition.
- Proficiency in financial tools, CRM platforms, and Excel-based financial modeling.
- Exceptional communication, interpersonal, and presentation skills.

Compensation & Benefits:

- Competitive fixed salary + performance-based incentives.
- Comprehensive benefits package (health insurance, retirement plans, etc.).
- Opportunities for career growth and leadership roles

Role:

Sales Manager

Industry Type:

Wealth Management

Employment Type:

Full Time, Permanent

Education

Graduate, CFP, CFA, MBA

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