Senior Wealth Management Leader

1 month ago


Pune, Maharashtra, India ConsultBae India Private limited Full time
Job Title: Senior Wealth Management Leader

We are seeking a highly skilled and experienced Senior Wealth Management Leader to lead our wealth management activities in Pune and Mumbai. As a key member of our team, you will be responsible for driving revenue growth, establishing a strong brand presence, and delivering exceptional services to high net worth individuals and ultra high net worth clients.

Key Responsibilities:
  • Client Engagement and Relationship Management: Develop and maintain strong relationships with HNI and ultra HNI clients, providing tailored investment solutions and exceptional service delivery.
  • Market Research and Analysis: Conduct thorough market research and analysis to inform investment decisions and enhance client portfolios.
  • Financial Planning and Reporting: Develop personalized financial plans, prepare accurate financial reports, and deliver insightful investment summaries and performance matrices.
Requirements:
  • Minimum 10 years of experience in wealth management
  • Strong leadership and management skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
About Us:

We are a leading financial services company with a strong presence in India. Our company offers a range of financial products and services, including consumer loans, wealth management, commercial finance, and infrastructure finance.



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