Senior Wealth Manager

1 week ago

ahmedabad, India beBeeInvestment Full time

Role OverviewThe role is responsible for mentoring, monitoring, and driving a team of wealth managers to cater to the investment needs of mass affluent clients.To meet desired revenue, client acquisition, and AUM targets through self and team contributions. To ensure all processes are followed, keeping in mind the organization's ethos.Main ResponsibilitiesManage, build, and drive a team of wealth managers to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity, and Equity Advisory ProductsThrough team and self-contribution, meet the required AUM, investor acquisition, and AUM targets for given clustersEnsure timely delivery of customized wealth advice to HNI customersPeriodic review of clients' portfolios to ensure they are in line with clients' investment objectivesConduct periodic trainings on products and process for the teamEnsure the team meets effort and performance targetsJoint calls with Relationship Managers/TeamKey RequirementsMust have own HNI client baseEducational Qualifications: Post Graduation - MBA in FinanceExperience: 5+ years in sales/wealth management of handling HNI clientsTeam Handling Experience:Needed Preferred Industry Back Ground: Wealth Management, Banking, Investment CounsellingDomain Knowledge: Sales/Wealth Management, Capital Markets, Investment Products

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