Senior Wealth Manager

3 weeks ago


Delhi, Delhi, India Alankit Group Full time

Job Summary

We are seeking a highly skilled and experienced Senior Wealth Manager to join our team at Alankit Group. As a key member of our wealth management team, you will be responsible for managing a portfolio of high net worth clients, providing expert financial advice, and developing customized investment strategies to meet their unique needs.

Key Responsibilities

  • Manage a portfolio of high net worth clients, providing regular portfolio reviews and investment advice to ensure their financial goals are met.
  • Develop and implement customized investment strategies for clients, taking into account their risk tolerance, financial situation, and investment objectives.
  • Analyze market trends and economic indicators to identify opportunities for growth and mitigate potential risks.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
  • Collaborate with internal teams, including marketing and sales, to identify new business opportunities and develop targeted marketing campaigns.
  • Stay up-to-date with industry trends, regulatory changes, and market developments to ensure the highest level of expertise and knowledge.

Requirements

  • MBA/PGDBA/PGPM or equivalent degree in finance or a related field.
  • Minimum 5 years of experience in wealth management, investment banking, or a related field.
  • Strong knowledge of financial markets, instruments, and regulations.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Ability to work in a fast-paced environment and meet deadlines.
  • Proficiency in financial analysis software and tools.

What We Offer

  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Access to cutting-edge technology and tools.

How to Apply

If you are a motivated and experienced professional looking for a new challenge, please submit your resume and a cover letter outlining your experience and qualifications.

Salary: 5,50,000 - 14,00,000 P.A.

Industry: Banking

Functional Area: BFSI, Investments & Trading

Role Category: Trading, Asset & Wealth Management

Employment Type: Full Time, Permanent

Key Skills

wealth managementHNI Acquisition

Relationship ManagementnismInvestment Advisoryportfolio management

Skills highlighted with are preferred keyskills

Education

PG:MBA/PGDM in Any Specialization


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