Senior Wealth Manager
3 weeks ago
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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