Ultimate Wealth Management Professional

2 days ago

Alwar, Rajasthan, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

Lead Wealth Manager:

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Our ideal candidate will excel in acquiring, managing and servicing ultra-high net worth individuals (UHNWIs) by offering a wide range of wealth management solutions. Key responsibilities include driving client acquisition, promoting investment products, building relationships with clients, developing sales strategies and executing them to expand the business.

Responsibilities:

  • Client Acquisition & Business Development:
    • Drive the acquisition of UHNWIs and HNWIs, creating tailored wealth management strategies to meet their unique financial needs.
    • Promote and sell large portfolios including PMS and AIF investments.
    • Build relationships with clients, understand their financial goals and position our offerings as optimal solutions to their needs.
    • Develop and execute a comprehensive sales strategy to expand the business, leveraging personal networks, industry contacts and market intelligence.
    • Manage the sales process for large-ticket AIF investments, offering expert guidance on portfolio construction and diversification.
  • Client Relationship Management:
    • Serve as the primary point of contact for UHNW clients, ensuring an exceptional experience across all touchpoints.
    • Provide timely and accurate solutions to client queries and concerns, ensuring high levels of client satisfaction and retention.
    • Regularly meet clients to review their portfolios, discuss market trends and suggest adjustments based on evolving financial goals and market conditions.
    • Cross-sell a wide range of financial products to existing clients, maximizing business opportunities.
  • Team Leadership & Expansion:
    • Develop, mentor and manage a high-performing team of relationship managers, client servicing professionals and other staff members.
    • Foster a collaborative, client-centric team culture, ensuring each member delivers exceptional service and meets client expectations.
    • Actively recruit and onboard additional team members to expand the business.
  • Investment Product Expertise:
    • Maintain a deep understanding of various financial products including PMS and AIFs, and be able to communicate their features and benefits effectively to clients.
    • Stay updated with developments in the stock market, including trading strategies and regulatory changes.
  • Sales & Performance Metrics:
    • Set and achieve sales targets for bringing in new business and expanding existing client portfolios.
    • Regularly track and report sales performance, client acquisition and retention metrics to senior management.
  • Compliance & Risk Management:
    • Ensure all client dealings and financial transactions are compliant with regulatory requirements and internal policies.
    • Work closely with the compliance team to ensure that all wealth management strategies adhere to legal and ethical standards.

Requirements:

  • Bachelor's degree in Finance, Economics, Business Administration or a related field.
  • Additional certifications such as CFA or CFP are advantageous.

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