Strategic Wealth Manager
1 week ago
Role Summary:
The Senior Vice President of Wealth Management will oversee a portfolio of high-net-worth and ultra-high-net-worth clients, providing comprehensive investment advisory and wealth management solutions.
- Key Responsibilities:
- Client Relationship Management
- Develop and nurture relationships with high net worth individuals, family offices, and senior professionals to expand the client base.
- Act as a trusted advisor to clients, understanding their financial goals, risk tolerance, and wealth planning needs.
- Conduct regular portfolio reviews, offering strategic solutions aligned with market conditions and client objectives.
- Wealth Advisory & Solutions
- Advise clients on a wide range of investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Insurance.
- Provide tailored wealth planning, tax-efficient investment strategies, and succession planning guidance.
- Maintain up-to-date knowledge of market trends, regulatory changes, and investment opportunities.
- Business Growth & Revenue Generation
- Drive business growth by achieving AUM and revenue targets through focused client acquisition and wallet-share expansion.
- Cross-sell and up-sell opportunities across the NBFC's wealth management and third-party product suite.
- Leverage existing relationships to grow client base through referrals and networking.
- Compliance & Risk Management
- Ensure strict adherence to relevant regulatory bodies.
- Maintain transparent, ethical, and client-centric practices.
- Minimize operational and investment risks by adhering to company policies and compliance standards.
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