
Head of Client Wealth Management
8 hours ago
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.
- 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.
- 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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