
Senior Manager
16 hours ago
We are seeking a skilled Senior Manager to join our Wealth Management team. As a key member of our team, you will be responsible for developing and providing solutions to clients based on their financial goals and requirements.
The ideal candidate will have excellent communication and interpersonal skills, as well as strong analytical and numerical abilities.
You will work closely with our regional marketing team and product team to conduct regular marketing activities and upsell/cross-sell products to existing investors. A proven track record of assets under management (AUM) generation and experience in wealth management is essential.
Key Responsibilities:
- Develop and implement effective client engagement strategies
- Analyze client financial data and provide personalized investment recommendations
- Work collaboratively with cross-functional teams to drive business growth
Requirements:
- 7-12 years of experience in Wealth Management, Financial Planning & Investment Advisory
- Requisite certifications (e.g. CFP, CAIA)
- Exposure to all Wealth Instruments (Insurance, FD, Mutual Fund, PMS, AIF etc.)
Benefits:
A career as a Senior Manager in our Wealth Management team offers the opportunity to work with a dynamic team, develop your skills and expertise, and contribute to the success of our organization.
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