Head of Client Wealth Management

8 hours ago


Jaipur, Rajasthan, India beBeeWealth Full time ₹ 1,20,00,000 - ₹ 1,50,00,000
Job Description:

Findoc is seeking an experienced and dynamic professional to join our team. This individual will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions.

The ideal candidate will have a thorough understanding of financial products such as PMS, AIF, bonds, mutual funds, and stock market offerings, including algo trading.

You will be tasked with building and leading a team that will deliver personalized financial services to UHNWIs while driving business growth.

This is a high-responsibility role with the opportunity to expand your client base and team, contributing directly to the company's success.

Required Skills & Qualifications:
  • Minimum 8 years of experience in wealth management, financial product distribution, or stock market sales, with a focus on UHNWIs and HNWIs.
  • Proven track record in selling large portfolios, AIF tickets, and managing high-value relationships.
  • Expertise in various financial products such as PMS, AIF, bonds, mutual funds, and experience with stock market investments and algo trading.
Benefits:
  • Strong sales and business development skills, with a proven ability to build relationships and drive revenue.
  • In-depth knowledge of wealth management products, investment strategies, and market dynamics.
  • Hands-on experience with stock market trading and understanding of algorithmic trading strategies.
Others:
  • Exceptional communication, negotiation, and interpersonal skills, with the ability to build trust with clients.
  • Leadership skills, with experience in managing, mentoring, and motivating a team.
  • Ability to work under pressure and meet sales and business growth targets.


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