Global Wealth Manager

11 hours ago


Mumbai, Maharashtra, India Emkay Global Financial Services Ltd Full time

**Job Overview**

We are seeking a skilled Global Wealth Manager to join our team at Emkay Global Financial Services Ltd. This is an exciting opportunity for a Private Banker/Sr Private Banker to lead our wealth management business in Mumbai.

Key Responsibilities:

  • To acquire and manage high net worth individuals with investable surplus of ₹1 Cr - ₹5 Cr, providing them with comprehensive financial planning and portfolio services.
  • Execute transactions post-financial planning and on a periodic basis, ensuring seamless delivery of various MIS reports as per client requirements.
  • Manage private wealth, PMS, and AIF fund-related queries, maintaining discipline of asset allocation and achieving a balance of revenue streams through the sale of mutual funds and other asset classes.
  • To drive strong client servicing and engagement parameters, enhancing market credibility and delivering a superior value proposition.
  • Closely observe, evaluate, and monitor client positions and portfolio allocations to ensure they fall within risk and advisory parameters set by the Risk, Compliance, and Research Teams.
  • Ensure adherence to internal and external financial advisory guidelines and risk policies, minimizing mis-selling instances.
  • Continuously scan the competition/market and report on emerging trends or new developments/business opportunities for WM, driving revenue generation and building AuA (Assets Under Advice).

Requirements:

  • 8+ years of experience in wealth management or a related field.
  • Excellent communication skills, proven ability to significantly improve written content readability, and alignment with Company Values.
  • Business awareness and market knowledge, customer centricity, people connect, result orientation, and networking ability.

Salary:** ₹40 lakhs - ₹60 lakhs p.a. depending on experience and qualifications.



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